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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%
CBA
480
Coastal Bridge Advisors
Connecticut
$287K +$279K +789 New
FFA
481
Farther Finance Advisors
California
$286K +$208K +589 +305%
ST
482
Somerset Trust
Pennsylvania
$285K +$76.3K +216 +38%
RS
483
R Squared
Hong Kong
$283K +$74.2K +210 +37%
TPW
484
Transatlantique Private Wealth
New York
$283K -$317K -896 -54%
VSQM
485
V-Square Quantitative Management
Illinois
$281K -$3.53K -10 -1%
CCM
486
Coldstream Capital Management
Washington
$280K -$64.3K -182 -19%
MAM
487
MMA Asset Management
Pennsylvania
$279K
MSA
488
MUFG Securities Americas
New York
$276K +$44.5K +126 +20%
RA
489
RFG Advisory
Alabama
$275K +$268K +758 New
S
490
SimplyRich
California
$274K -$202K -573 -43%
OCBCO
491
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K
CIBC World Market
492
CIBC World Market
Ontario, Canada
$272K +$9.54K +27 +4%
VanEck Associates
493
VanEck Associates
New York
$266K +$18.7K +53 +8%
AA
494
Ancora Advisors
Ohio
$263K
MC
495
Moors & Cabot
Massachusetts
$247K -$8.84K -25 -4%
HA
496
HFG Advisors
Ohio
$245K
PCS
497
Personal CFO Solutions
New Jersey
$243K -$71.4K -202 -23%
LSA
498
Leonteq Securities AG
Switzerland
$243K
RDWM
499
Red Door Wealth Management
Tennessee
$243K
MSFS
500
Main Street Financial Solutions
Pennsylvania
$243K +$5.3K +15 +2%