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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
EW
501
Elyxium Wealth
California
$242K +$232K +677 New
Jones Financial Companies
502
Jones Financial Companies
Missouri
$241K +$30.8K +90 +15%
MA
503
MBA Advisors
Pennsylvania
$238K +$11.6K +34 +5%
Vontobel Holding
504
Vontobel Holding
Switzerland
$231K -$228K -666 -51%
BOS
505
Bank of Stockton
California
$231K -$28.4K -83 -11%
FTWA
506
Fifth Third Wealth Advisors
Ohio
$229K +$220K +642 New
WIA
507
World Investment Advisors
California
$228K -$10.3K -30 -4%
QCM
508
QRG Capital Management
Illinois
$227K +$217K +634 New
VCM
509
Versant Capital Management
Arizona
$226K +$55.8K +163 +35%
ST
510
Smithfield Trust
Pennsylvania
$225K
1C
511
111 Capital
France
$224K +$215K +627 New
AI
512
Atria Investments
North Carolina
$220K +$211K +617 New
DWM
513
Drive Wealth Management
Utah
$220K +$211K +615 New
PCS
514
Personal CFO Solutions
New Jersey
$219K -$685 -2 -0.3%
AT
515
American Trust
Kentucky
$218K +$209K +611 New
ST
516
Somerset Trust
Pennsylvania
$216K +$207K +606 New
BFIM
517
Beese Fulmer Investment Management
Ohio
$214K +$205K +598 New
VCM
518
Voleon Capital Management
California
$207K -$979K -2,860 -83%
VA
519
VestGen Advisors
Illinois
$206K +$197K +576 New
CA
520
Clearstead Advisors
Ohio
$201K +$159K +463 +458%
CI
521
CX Institutional
Indiana
$201K +$1.71K +5 +0.9%
PPW
522
Parcion Private Wealth
Washington
$200K +$192K +560 New
GRP
523
Global Retirement Partners
California
$182K +$175K +510 New
WB
524
Webster Bank
Connecticut
$179K
NAAA
525
New Age Alpha Advisors
New York
$167K -$4.75M -13,866 -97%