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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
426
Center For Asset Management
Florida
$477K -$39K -104 -8%
SI
427
Stephens Inc
Arkansas
$468K -$40.9K -109 -8%
PS
428
Principal Securities
Iowa
$465K -$78.7K -210 -15%
TRCT
429
Tower Research Capital (TRC)
New York
$465K -$2.08M -5,538 -83%
Truist Financial
430
Truist Financial
North Carolina
$463K -$40.1K -107 -8%
SWM
431
Shelton Wealth Management
Texas
$461K +$435K +1,159 New
CCA
432
Checchi Capital Advisers
California
$457K -$7.5K -20 -2%
WSC
433
Wellington Shields & Co
New York
$437K
WG
434
Winton Group
United Kingdom
$436K -$42K -112 -9%
PCS
435
Personal CFO Solutions
New Jersey
$435K +$375 +1 +0.1%
TRIA
436
Trail Ridge Investment Advisors
Colorado
$426K -$24K -64 -6%
MCM
437
MAI Capital Management
Ohio
$421K +$1.88K +5 +0.5%
ACA
438
Atlas Capital Advisors
Wyoming
$421K -$42.4K -113 -10%
NA
439
NewEdge Advisors
Louisiana
$420K +$223K +594 +128%
VWM
440
Vivid Wealth Management
Iowa
$419K +$7.12K +19 +2%
Lido Advisors
441
Lido Advisors
California
$419K +$59.6K +159 +18%
CBNLCF
442
Cognios Beta Neutral Large Cap Fund
Kansas
$408K +$385K +1,027 New
CAM
443
Chesapeake Asset Management
New York
$399K +$137K +365 +57%
TWC
444
TD Waterhouse Canada
Ontario, Canada
$398K -$179K -477 -34%
CL
445
CSS LLC
Illinois
$398K +$75K +200 +25%
MC
446
Moors & Cabot
Massachusetts
$396K -$13.9K -37 -4%
KeyBank National Association
447
KeyBank National Association
Ohio
$389K +$5.62K +15 +2%
P
448
Pitcairn
Pennsylvania
$387K +$3K +8 +0.8%
MYAM
449
Meiji Yasuda Asset Management
Japan
$384K -$1.06M -2,830 -75%
MOS
450
MGO One Seven
Ohio
$379K +$9K +24 +3%