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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
476
Sit Investment Associates
Minnesota
$343K -$1.21M -3,225 -77%
FFM
477
Forum Financial Management
Illinois
$340K +$10.1K +27 +3%
P
478
Pitcairn
Pennsylvania
$339K -$13.1K -35 -4%
AA
479
ALPS Advisors
Colorado
$332K – – –
VI
480
Vestcor Inc
New Brunswick, Canada
$330K – – –
PD
481
Point72 (DIFC)
United Arab Emirates
$327K -$1.34M -3,584 -80%
AWA
482
Arkadios Wealth Advisors
Georgia
$327K – – –
CCI
483
Credit Capital Investments
New Jersey
$326K +$337K +900 New
SFI
484
Siemens Fonds Invest
Germany
$326K +$115K +308 +52%
AWS
485
Atria Wealth Solutions
New York
$325K +$336K +897 New
CAMG
486
CWA Asset Management Group
Florida
$322K +$7.87K +21 +2%
UCFA
487
United Capital Financial Advisors
Texas
$322K +$22.1K +59 +7%
AWA
488
Arete Wealth Advisors
Illinois
$320K +$331K +883 New
PCS
489
Personal CFO Solutions
New Jersey
$316K -$39.3K -105 -11%
AAIS
490
ABN AMRO Investment Solutions
$315K -$3.11M -8,299 -91%
CL
491
Choreo LLC
Illinois
$310K +$89.5K +239 +38%
GWM
492
Gitterman Wealth Management
New Jersey
$308K +$318K +850 New
KFC
493
Klingenstein Fields & Co
New York
$308K – – –
VAG
494
VisionPoint Advisory Group
Texas
$304K +$314K +838 New
CGL
495
Clarius Group LLC
Washington
$304K -$5.62K -15 -2%
FHA
496
Flagship Harbor Advisors
Massachusetts
$295K +$33K +88 +12%
HAS
497
Horizon Advisory Services
New York
$290K +$300K +800 New
TW
498
TrinityPoint Wealth
Connecticut
$286K -$34.5K -92 -10%
VSQM
499
V-Square Quantitative Management
Illinois
$284K +$6.37K +17 +2%
HBS
500
Howard Bailey Securities
Indiana
$282K +$291K +777 New
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