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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Stratos Wealth Partners
Ohio
$341K -$149K -412 -29%
RJT
427
Raymond James Trust
Florida
$338K -$37.9K -105 -10%
GT
428
Greenleaf Trust
Michigan
$335K -$63.6K -176 -15%
Creative Planning
429
Creative Planning
Kansas
$332K -$14.1K -39 -4%
KeyBank National Association
430
KeyBank National Association
Ohio
$326K -$88.8K -246 -21%
SAM
431
Seelaus Asset Management
New Jersey
$321K -$2.53K -7 -0.7%
SI
432
Stephens Inc
Arkansas
$318K
VI
433
Vestcor Inc
New Brunswick, Canada
$317K -$2.89K -8 -0.9%
P
434
Pitcairn
Pennsylvania
$314K +$2.53K +7 +0.8%
CGL
435
Clarius Group LLC
Washington
$313K -$9.75K -27 -3%
FFM
436
Forum Financial Management
Illinois
$311K
CAM
437
Cresset Asset Management
Illinois
$310K +$328K +907 New
CTC
438
Central Trust Company
Missouri
$310K -$50.2K -139 -13%
RJFSA
439
Raymond James Financial Services Advisors
Florida
$295K -$1.84M -5,097 -86%
ECM
440
ExodusPoint Capital Management
New York
$295K -$536K -1,483 -63%
KFC
441
Klingenstein Fields & Co
New York
$291K
FIM
442
Freedom Investment Management
Connecticut
$290K -$1.45K -4 -0.5%
QI
443
Qtron Investments
Massachusetts
$288K +$49.1K +136 +19%
LCM
444
Laurion Capital Management
New York
$283K +$299K +829 New
CAN
445
Cetera Advisor Networks
California
$275K -$16.3K -45 -5%
EGA
446
E&G Advisors
Texas
$273K
LCGC
447
Legacy Capital Group California
California
$272K +$46.6K +129 +19%
1IA
448
1834 Investment Advisors
Wisconsin
$270K +$285K +790 New
Bessemer Group
449
Bessemer Group
New Jersey
$264K +$12.3K +34 +5%
AAS
450
Avantax Advisory Services
Texas
$255K -$2.89K -8 -1%