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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
401
Waypoint Wealth Counsel
Georgia
$531K +$512K +1,515 New
AMIM
402
Aull & Monroe Investment Management
Alabama
$525K
PFG
403
PAX Financial Group
Texas
$519K -$88.8K -263 -15%
QCM
404
Qsemble Capital Management
New York
$516K -$162K -481 -25%
Assenagon Asset Management
405
Assenagon Asset Management
Luxembourg
$514K +$90.5K +268 +22%
Wealthfront Advisers
406
Wealthfront Advisers
California
$513K +$13.5K +40 +3%
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$512K +$494K +1,462 New
PPW
408
Parcion Private Wealth
Washington
$507K +$489K +1,448 New
PAS
409
Park Avenue Securities
New York
$507K -$72.6K -215 -13%
ASN
410
Advisory Services Network
Georgia
$507K +$489K +1,447 New
EW
411
Evoke Wealth
California
$506K +$191K +565 +64%
GCA
412
Greenwood Capital Associates
South Carolina
$505K -$26.3K -78 -5%
Capstone Investment Advisors
413
Capstone Investment Advisors
New York
$503K +$484K +1,435 New
MGP
414
Metis Global Partners
California
$502K -$34.4K -102 -7%
NP
415
NorthRock Partners
Minnesota
$500K +$236K +698 +96%
QCM
416
QRG Capital Management
Illinois
$494K -$3.06M -9,063 -87%
JTWM
417
Jackson Thornton Wealth Management
Alabama
$491K +$461K +1,365 New
FSC
418
Full Sail Capital
Oklahoma
$488K +$470K +1,392 New
AI
419
AdvisorShares Investments
Maryland
$484K +$467K +1,383 New
HW
420
Hancock Whitney
Mississippi
$483K -$102K -302 -18%
RIL
421
Rothschild Investment LLC
Illinois
$481K +$458K +1,356 +8,475%
AI
422
Atria Investments
North Carolina
$470K +$9.12K +27 +2%
ATC
423
Argent Trust Co
Tennessee
$469K -$45.9K -136 -9%
TMAM
424
Tokio Marine Asset Management
Japan
$466K
RP
425
Rowlandmiller & Partners
Georgia
$461K