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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
426
Truist Financial
North Carolina
$433K -$86.7K -239 -17%
SWP
427
Stratos Wealth Partners
Ohio
$426K +$53.7K +148 +15%
TMAM
428
Tokio Marine Asset Management
Japan
$419K +$6.9K +19 +2%
TRIA
429
Trail Ridge Investment Advisors
Colorado
$413K +$9.44K +26 +2%
ACA
430
Atlas Capital Advisors
Wyoming
$412K -$22.9K -63 -5%
WSC
431
Wellington Shields & Co
New York
$409K
AIA
432
Arrow Investment Advisors
Maryland
$407K -$2.9K -8 -0.7%
RJT
433
Raymond James Trust
Florida
$406K +$38.1K +105 +11%
MCM
434
MAI Capital Management
Ohio
$393K -$11.6K -32 -3%
KeyBank National Association
435
KeyBank National Association
Ohio
$392K +$37.4K +103 +11%
1WA
436
180 Wealth Advisors
Washington
$375K +$367K +1,010 New
KAS
437
Kestra Advisory Services
Texas
$363K +$354K +976 New
Creative Planning
438
Creative Planning
Kansas
$361K -$363 -1 -0.1%
P
439
Pitcairn
Pennsylvania
$358K +$16K +44 +5%
IC
440
IEQ Capital
California
$357K +$84.6K +233 +32%
YIH
441
Y-Intercept (HK)
Hong Kong
$355K +$347K +955 New
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
$350K +$342K +941 New
VI
443
Vestcor Inc
New Brunswick, Canada
$345K
FFM
444
Forum Financial Management
Illinois
$338K
CGL
445
Clarius Group LLC
Washington
$336K -$4.72K -13 -1%
AA
446
ALPS Advisors
Colorado
$331K +$323K +890 New
FIM
447
Freedom Investment Management
Connecticut
$326K +$10.2K +28 +3%
KFC
448
Klingenstein Fields & Co
New York
$316K
CAM
449
Cresset Asset Management
Illinois
$316K -$20.7K -57 -6%
MC
450
Moors & Cabot
Massachusetts
$297K -$72.6K -200 -20%