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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
IC
476
IEQ Capital
California
$333K -$23.6K -62 -7%
PAG
477
Private Advisor Group
New Jersey
$333K +$324K +850 New
KFC
478
Klingenstein Fields & Co
New York
$333K
ECM
479
ExodusPoint Capital Management
New York
$333K +$323K +849 New
IPW
480
Impact Partnership Wealth
Georgia
$326K +$317K +833 New
UCFA
481
United Capital Financial Advisors
Texas
$325K -$2.29K -6 -0.7%
DADC
482
D.A. Davidson & Co
Montana
$321K -$80.4K -211 -20%
GCM
483
Graham Capital Management
Connecticut
$321K +$312K +819 New
MPM
484
MBB Public Markets
Illinois
$317K -$976K -2,563 -76%
QCM
485
Qsemble Capital Management
New York
$304K -$552K -1,449 -65%
SWM
486
Sculati Wealth Management
Michigan
$304K +$295K +775 New
EWA
487
EP Wealth Advisors
California
$302K +$294K +771 New
VSQM
488
V-Square Quantitative Management
Illinois
$301K +$22.1K +58 +8%
SOW
489
State of Wyoming
Wyoming
$300K +$235K +617 +414%
WWM
490
Waterway Wealth Management
Texas
$295K +$286K +752 New
TPA
491
Trivium Point Advisory
Connecticut
$292K +$6.86K +18 +2%
RAM
492
Ramirez Asset Management
New York
$290K
FHA
493
Flagship Harbor Advisors
Massachusetts
$284K +$20.6K +54 +8%
AA
494
Ancora Advisors
Ohio
$284K
QIM
495
Quantitative Investment Management
Virginia
$283K +$275K +723 New
PA
496
Profund Advisors
Maryland
$280K +$31.6K +83 +13%
PCMC
497
Paragon Capital Management (Colorado)
Colorado
$279K +$1.52K +4 +0.6%
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
$278K -$233K -611 -46%
MC
499
Moors & Cabot
Massachusetts
$273K +$1.14K +3 +0.4%
CCM
500
Coldstream Capital Management
Washington
$272K +$29K +76 +12%