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Everest Group
368.37
USD
-4.73
1.27%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
368.37
0.00
0%
1 day
-1.27%
5 days
-0.12%
1 month
0.14%
3 months
-0.71%
6 months
9.76%
Year to date
10.13%
1 year
4.72%
5 years
38.78%
10 years
92.45%
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 |
WWM
501
Wolff Wiese Magana
Carslbad,
California
| – | -$7K | -28 | Closed |
|
| 502 |
BBHC
502
Brown Brothers Harriman & Co
New York
| – | -$4K | -17 | Closed |
|
| 503 |
SIM
503
Sonora Investment Management
Tucson,
Arizona
| – | -$4K | -15 | Closed |
|
| 504 |
TFS
504
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$2K | -8 | Closed |
|
| 505 |
PFGIA
505
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -2 | Closed |
|
| 506 |
CFA
506
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$256 | +1 | New |
|
| 507 |
CCM
507
Covington Capital Management
Los Angeles,
California
| – | +$256 | +1 | New |
|
| 508 |
GRP
508
Global Retirement Partners
San Rafael,
California
| – | +$256 | +1 | New |
|
| 509 |
SAI
509
Systematic Alpha Investments
Princeton,
New Jersey
| – | +$256 | +1 | New |
|