We are live on
!
Find out more
Everest Group
375.39
USD
-1.40
0.37%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
375.37
-0.02
0.01%
1 day
-0.37%
5 days
1.56%
1 month
-3.58%
3 months
6.58%
6 months
11.79%
Year to date
12.23%
1 year
9.98%
5 years
37.65%
10 years
97.48%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 501 |
SPI
501
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$38K | -162 | Closed |
|
| 502 |
MIC
502
MU Investments Company
Tokyo,
Japan
| – | -$24K | -110 | Closed |
|
| 503 |
GBT
503
Grove Bank & Trust
Miami,
Florida
| – | -$12K | -54 | Closed |
|
| 504 |
504
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -37 | Closed |
|
| 505 |
STA
505
Summit Trail Advisors
New York
| – | -$8K | -35 | Closed |
|
| 506 |
IWP
506
Icon Wealth Partners
Houston,
Texas
| – | -$3K | -12 | Closed |
|
| 507 |
FGAM
507
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$480 | +2 | New |
|
| 508 |
FGC
508
Financial Gravity Companies
Lakeway,
Texas
| – | +$480 | +2 | New |
|