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Everest Group
379.67
USD
+4.28
1.14%
At close
Updated
Aug 26, 12:04 PM EDT
Pre-market
After hours
1 day
1.14%
5 days
4.66%
1 month
-2.48%
3 months
7.8%
6 months
12.39%
Year to date
13.51%
1 year
12.09%
5 years
42.53%
10 years
99.74%
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 |
TAM
501
Tiverton Asset Management
Wilimington,
Delaware
| – | -$47K | -183 | Closed |
|
| 502 |
HL
502
Harding Loevner
Bridgewater,
New Jersey
| – | -$31K | -120 | Closed |
|
| 503 |
PWM
503
Perigon Wealth Management
San Francisco,
California
| – | -$27K | -105 | Closed |
|
| 504 |
SWP
504
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$20K | -77 | Closed |
|
| 505 |
SBL
505
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$14K | -53 | Closed |
|
| 506 |
MGIA
506
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$10K | -40 | Closed |
|
| 507 |
ST
507
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$10K | -40 | Closed |
|
| 508 |
HFP
508
Holistic Financial Partners
Indianapolis,
Indiana
| – | -$10K | -38 | Closed |
|
| 509 |
OSAM
509
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$8K | -30 | Closed |
|
| 510 |
APP
510
Avantax Planning Partners
Dubuque,
Iowa
| – | -$6K | -23 | Closed |
|
| 511 |
CIP
511
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$5K | -20 | Closed |
|