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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
HW
401
Hancock Whitney
Mississippi
$571K -$254K -737 -30%
PAS
402
Park Avenue Securities
New York
$565K +$574K +1,663 New
BCWM
403
Bartlett & Co Wealth Management
Ohio
$560K
I
404
InceptionR
California
$542K +$551K +1,596 New
CG
405
Curat Global
New Hampshire
$538K -$5.87K -17 -1%
MGP
406
Metis Global Partners
California
$522K -$61.4K -178 -10%
GCA
407
Greenwood Capital Associates
South Carolina
$516K -$109K -317 -17%
AMIM
408
Aull & Monroe Investment Management
Alabama
$510K
SB
409
SIG Brokerage
New York
$509K +$516K +1,497 New
LWAM
410
Legacy Wealth Asset Management
Minnesota
$507K +$14.5K +42 +3%
ATC
411
Argent Trust Co
Tennessee
$501K +$15.5K +45 +3%
WA
412
Wealthstar Advisors
Texas
$496K +$78K +226 +18%
Wealthfront Advisers
413
Wealthfront Advisers
California
$485K -$150K -436 -23%
FFM
414
Forum Financial Management
Illinois
$469K +$151K +437 +46%
GT
415
Greenleaf Trust
Michigan
$469K -$11K -32 -2%
TMAM
416
Tokio Marine Asset Management
Japan
$452K +$40.4K +117 +10%
AI
417
Atria Investments
North Carolina
$447K +$23.8K +69 +6%
RP
418
Rowlandmiller & Partners
Georgia
$447K +$17.3K +50 +4%
IAA
419
Independent Advisor Alliance
North Carolina
$440K +$32.8K +95 +8%
AAS
420
Avantax Advisory Services
Texas
$439K -$136K -393 -23%
MIA
421
MeadowBrook Investment Advisors
Michigan
$432K -$58.3K -169 -12%
Baird Financial Group
422
Baird Financial Group
Wisconsin
$427K -$120K -347 -22%
PWM
423
Perigon Wealth Management
California
$420K -$283K -819 -40%
Assenagon Asset Management
424
Assenagon Asset Management
Luxembourg
$407K -$7.25K -21 -2%
BCG
425
BayBridge Capital Group
California
$404K +$6.9K +20 +2%