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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
476
Fragasso Financial Advisors
Pennsylvania
$301K +$289K +843 New
HNB
477
Huntington National Bank
Ohio
$299K +$1.71K +5 +0.6%
CBA
478
Coastal Bridge Advisors
Connecticut
$296K -$10.6K -31 -4%
SL
479
Summitry LLC
California
$295K +$71.6K +209 +34%
VDBMI
480
Van Den Berg Management I
Texas
$294K -$89K -260 -24%
JTF
481
J. Team Financial
Texas
$291K +$2.4K +7 +0.9%
OAM
482
Ostrum Asset Management
France
$290K – – –
Rockefeller Capital Management
483
Rockefeller Capital Management
New York
$290K -$188K -549 -40%
MYAM
484
Meiji Yasuda Asset Management
Japan
$285K -$11K -32 -4%
HFS
485
Hantz Financial Services
Michigan
$284K +$187K +545 +217%
O
486
Ossiam
France
$279K -$104K -303 -28%
SC
487
Syon Capital
California
$273K +$262K +765 New
Caisse de Depot et Placement du Quebec (CDPQ)
488
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$271K +$260K +760 New
BHC
489
Bull Harbor Capital
Maryland
$270K +$259K +755 New
CIBC World Market
490
CIBC World Market
Ontario, Canada
$267K +$4.11K +12 +2%
CFO
491
Cambient Family Office
Michigan
$265K -$8.22K -24 -3%
PA
492
Parallel Advisors
California
$261K -$12.3K -36 -5%
CFG
493
Citizens Financial Group
Rhode Island
$258K +$247K +721 New
PWM
494
Perigon Wealth Management
California
$253K +$25.3K +74 +12%
ECM
495
Everence Capital Management
Indiana
$252K +$9.24K +27 +4%
RDWM
496
Red Door Wealth Management
Tennessee
$251K -$1.37K -4 -0.6%
TAFW
497
Tred Avon Family Wealth
Maryland
$251K +$15.8K +46 +7%
AHL
498
Abel Hall LLC
Louisiana
$246K +$236K +690 New
MC
499
Moors & Cabot
Massachusetts
$246K -$31.5K -92 -12%
TCA
500
Transcend Capital Advisors
New Jersey
$246K +$236K +688 New