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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
476
Horizon Advisory Services
New York
$299K +$8.48K +24 +3%
VCM
477
Voleon Capital Management
California
$296K -$2.39M -6,770 -89%
UCFA
478
United Capital Financial Advisors
Texas
$294K -$28.3K -80 -9%
CAMG
479
CWA Asset Management Group
Florida
$290K -$31.8K -90 -10%
BRWA
480
B. Riley Wealth Advisors
Florida
$289K +$281K +795 New
CBA
481
Coastal Bridge Advisors
Connecticut
$287K +$279K +789 New
FFA
482
Farther Finance Advisors
California
$286K +$208K +589 +305%
ST
483
Somerset Trust
Pennsylvania
$285K +$76.3K +216 +38%
RS
484
R Squared
Hong Kong
$283K +$74.2K +210 +37%
TPW
485
Transatlantique Private Wealth
New York
$283K -$317K -896 -54%
VSQM
486
V-Square Quantitative Management
Illinois
$281K -$3.53K -10 -1%
CCM
487
Coldstream Capital Management
Washington
$280K -$64.3K -182 -19%
MAM
488
MMA Asset Management
Pennsylvania
$279K – – –
MSA
489
MUFG Securities Americas
New York
$276K +$44.5K +126 +20%
RA
490
RFG Advisory
Alabama
$275K +$268K +758 New
S
491
SimplyRich
California
$274K -$202K -573 -43%
OCBCO
492
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K – – –
CIBC World Market
493
CIBC World Market
Ontario, Canada
$272K +$9.54K +27 +4%
VanEck Associates
494
VanEck Associates
New York
$266K +$18.7K +53 +8%
AA
495
Ancora Advisors
Ohio
$263K – – –
MC
496
Moors & Cabot
Massachusetts
$247K -$8.84K -25 -4%
HA
497
HFG Advisors
Ohio
$245K – – –
PCS
498
Personal CFO Solutions
New Jersey
$243K -$71.4K -202 -23%
LSA
499
Leonteq Securities AG
Switzerland
$243K – – –
RDWM
500
Red Door Wealth Management
Tennessee
$243K – – –