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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
401
KeyBank National Association
Ohio
$601K +$119K +337 +26%
WorldQuant Millennium Advisors
402
WorldQuant Millennium Advisors
New York
$599K -$152K -429 -21%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$598K -$26.5K -75 -4%
VA
404
Vident Advisory
Georgia
$584K -$2.6M -7,350 -82%
Baird Financial Group
405
Baird Financial Group
Wisconsin
$582K +$142K +401 +33%
JG
406
Jain Global
New York
$573K +$317K +896 +131%
VCA
407
Verdence Capital Advisors
Maryland
$572K +$179K +507 +47%
IC
408
IEQ Capital
California
$565K -$20.5K -58 -4%
BFWM
409
Bright Futures Wealth Management
New York
$558K -$1.01M -2,850 -64%
QCM
410
Qsemble Capital Management
New York
$550K +$535K +1,514 New
CG
411
Curat Global
New Hampshire
$549K +$566K +1,601 New
AMIM
412
Aull & Monroe Investment Management
Alabama
$545K
TC
413
TownSquare Capital
Utah
$532K +$517K +1,464 New
LWAM
414
Legacy Wealth Asset Management
Minnesota
$527K +$353 +1 +0.1%
MIA
415
MeadowBrook Investment Advisors
Michigan
$523K -$13.4K -38 -3%
FIA
416
Foundations Investment Advisors
Arizona
$523K +$275K +779 +118%
ATC
417
Argent Trust Co
Tennessee
$520K -$37.1K -105 -7%
GT
418
Greenleaf Trust
Michigan
$513K +$70.3K +199 +16%
MFG
419
Merit Financial Group
Georgia
$512K +$498K +1,410 New
OAM
420
Oxford Asset Management
United Kingdom
$505K +$492K +1,391 New
FC
421
Farringdon Capital
United Kingdom
$505K +$491K +1,390 New
MYAM
422
Meiji Yasuda Asset Management
Japan
$503K
Nomura Holdings
423
Nomura Holdings
Japan
$495K -$20.1K -57 -4%
TRCT
424
Tower Research Capital (TRC)
New York
$485K -$640K -1,811 -58%
EP
425
Edgestream Partners
New Jersey
$484K -$2.04M -5,778 -81%