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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
DT
451
Diversified Trust
Tennessee
$330K -$658 -2 -0.2%
SO
452
STRS Ohio
Ohio
$324K -$658 -2 -0.2%
SAM
453
Sagewood Asset Management
New York
$318K +$321K +974 New
VSQM
454
V-Square Quantitative Management
Illinois
$316K +$12.2K +37 +4%
EWM
455
Empirical Wealth Management
Washington
$315K +$318K +965 New
VanEck Associates
456
VanEck Associates
New York
$315K +$14.8K +45 +5%
RPCONE
457
Retirement Planning Company of New England
Rhode Island
$315K +$5.59K +17 +2%
GWP
458
Gateway Wealth Partners
Wisconsin
$312K +$314K +954 New
SFI
459
Siemens Fonds Invest
Germany
$310K -$39.2K -119 -11%
CFAM
460
Center For Asset Management
Florida
$305K +$13.8K +42 +5%
TRIA
461
Trail Ridge Investment Advisors
Colorado
$302K -$138K -420 -31%
QCM
462
Qsemble Capital Management
New York
$302K -$4.76M -14,462 -94%
SA
463
Sanctuary Advisors
Indiana
$301K -$405K -1,232 -57%
PAS
464
Park Avenue Securities
New York
$300K +$302K +918 New
ACA
465
Atlas Capital Advisors
Wyoming
$299K
LNWTC
466
Laird Norton Wetherby Trust Company
Washington
$294K -$8.56K -26 -3%
OP
467
Oslo Pensjonsforsikring
$293K +$295K +897 New
FMI
468
Frec Markets Inc
California
$291K +$293K +891 New
SIA
469
Sit Investment Associates
Minnesota
$290K
CCM
470
Coldstream Capital Management
Washington
$288K +$31.9K +97 +12%
AIM
471
Advyzon Investment Management
Illinois
$285K +$12.2K +37 +4%
VT
472
Vise Technologies
New York
$281K
CBA
473
Coastal Bridge Advisors
Connecticut
$281K +$9.87K +30 +4%
Wealthfront Advisers
474
Wealthfront Advisers
California
$273K +$41.8K +127 +18%
HNB
475
Huntington National Bank
Ohio
$272K -$142K -430 -34%