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Everest Group
375.39
USD
-1.40
0.37%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
373.50
-1.89
0.5%
1 day
-0.37%
5 days
1.56%
1 month
-3.58%
3 months
6.58%
6 months
11.79%
Year to date
12.23%
1 year
9.98%
5 years
37.65%
10 years
97.48%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 476 |
TC
476
Truvestments Capital
Sarasota,
Florida
| – | -$16K | -59 | Closed |
|
| 477 |
UCFA
477
United Capital Financial Advisors
Irving,
Texas
| – | -$13K | -47 | Closed |
|
| 478 |
PB
478
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$3K | -12 | Closed |
|
| 479 |
MPWT
479
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2K | -6 | Closed |
|
| 480 |
LWM
480
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| – | +$791 | +3 | New |
|