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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
426
MUFG Securities Americas
New York
$384K
CA
427
Clearstead Advisors
Ohio
$382K -$173K -523 -32%
MAS
428
Meeder Advisory Services
Ohio
$380K +$370K +1,120 New
WWC
429
Waypoint Wealth Counsel
Georgia
$379K -$132K -399 -26%
O
430
Ossiam
France
$378K -$277K -840 -43%
EC
431
EntryPoint Capital
New York
$376K
PPW
432
Parcion Private Wealth
Washington
$375K -$114K -344 -24%
EGA
433
E&G Advisors
Texas
$375K -$9.91K -30 -3%
WSC
434
Wellington Shields & Co
New York
$373K
BOS
435
Bank of Stockton
California
$366K
AV
436
ASR Vermogensbeheer
Netherlands
$366K -$3.96K -12 -1%
TCA
437
Transcend Capital Advisors
New Jersey
$366K -$264K -798 -43%
AU
438
AlphaGrep UK
$366K +$356K +1,078 New
SFI
439
Siemens Fonds Invest
Germany
$364K +$11.2K +34 +3%
EWA
440
EverSource Wealth Advisors
Alabama
$361K -$299K -906 -46%
HI
441
Horizon Investments
North Carolina
$360K -$25.1K -76 -7%
LPT
442
Legacy Private Trust
Wisconsin
$356K
PWM
443
Perigon Wealth Management
California
$353K -$237K -717 -41%
WFP
444
Worthington Financial Partners
Ohio
$352K +$342K +1,036 New
ALAM
445
Asahi Life Asset Management
Japan
$346K -$3.3K -10 -1%
BCG
446
BayBridge Capital Group
California
$345K +$14.2K +43 +4%
EPW
447
Evolve Private Wealth
California
$344K +$335K +1,014 New
DT
448
Diversified Trust
Tennessee
$343K -$768K -2,327 -70%
SO
449
STRS Ohio
Ohio
$337K -$3.3K -10 -1%
Marshall Wace
450
Marshall Wace
United Kingdom
$335K +$52.8K +160 +19%