We are live on ! Find out more
EG icon

Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
451
Trivium Point Advisory
Connecticut
$293K +$291K +770 New
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$287K +$38.9K +103 +16%
CMI
453
Clare Market Investments
Texas
$286K -$18.9K -50 -6%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$284K +$12.5K +33 +5%
RAM
455
Ramirez Asset Management
New York
$282K
LSPW
456
Lake Street Private Wealth
Illinois
$280K -$1.13M -2,992 -80%
RVPG
457
Relative Value Partners Group
$280K +$277K +734 New
Bessemer Group
458
Bessemer Group
New Jersey
$278K -$73.3K -194 -21%
AA
459
Ancora Advisors
Ohio
$276K
AT
460
American Trust
Kentucky
$274K -$217K -575 -44%
DEA
461
DoubleLine ETF Adviser
Florida
$273K -$11K -29 -4%
PWS
462
Peloton Wealth Strategists
Indiana
$272K +$270K +715 New
VSQM
463
V-Square Quantitative Management
Illinois
$270K -$8.32K -22 -3%
PCMC
464
Paragon Capital Management (Colorado)
Colorado
$270K +$268K +708 New
CDH
465
Charles D. Hyman
$267K
CCI
466
Credit Capital Investments
New Jersey
$267K -$18.9K -50 -7%
MC
467
Moors & Cabot
Massachusetts
$265K -$113K -300 -30%
GI
468
GAMMA Investing
California
$263K +$94.9K +251 +57%
IGAM
469
iA Global Asset Management
Quebec, Canada
$260K +$6.8K +18 +3%
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$259K -$40.8K -108 -14%
HA
471
HFG Advisors
Ohio
$257K -$56.7K -150 -18%
LSA
472
Leonteq Securities AG
Switzerland
$256K +$60.5K +160 +31%
FHA
473
Flagship Harbor Advisors
Massachusetts
$256K +$254K +671 New
RDWM
474
Red Door Wealth Management
Tennessee
$255K
AA
475
AlphaCentric Advisors
Puerto Rico
$251K +$5.29K +14 +2%