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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
501
Jackson Creek Investment Advisors
Colorado
$301K +$330K +852 New
Klingenstein Fields & Co
502
Klingenstein Fields & Co
New York
$301K – – –
ALPS Advisors
503
ALPS Advisors
Colorado
$295K -$21.3K -55 -6%
WA
504
Wealthstar Advisors
Texas
$294K -$130K -336 -29%
FIM
505
Freedom Investment Management
Connecticut
$289K -$22.8K -59 -7%
CL
506
CSS LLC
Illinois
$283K – – –
CMI
507
Clare Market Investments
Texas
$283K +$310K +800 New
FA
508
FDx Advisors
Illinois
$281K +$308K +795 New
RIA
509
Realta Investment Advisors
Delaware
$280K +$306K +791 New
AG
510
Ascent Group
Virginia
$267K +$286K +739 New
DEA
511
DoubleLine ETF Adviser
Florida
$263K +$29.8K +77 +12%
RAM
512
Ramirez Asset Management
New York
$262K – – –
AA
513
AlphaCentric Advisors
Puerto Rico
$259K +$173K +446 +155%
Commonwealth Equity Services
514
Commonwealth Equity Services
Massachusetts
$259K +$37.6K +97 +15%
Ancora Advisors
515
Ancora Advisors
Ohio
$256K – – –
Sequoia Financial Advisors
516
Sequoia Financial Advisors
Ohio
$252K +$276K +713 New
BCV
517
Banque Cantonale Vaudoise
Switzerland
$252K – – –
Bessemer Group
518
Bessemer Group
New Jersey
$248K – – –
CDH
519
Charles D. Hyman
$248K – – –
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$247K +$28.7K +74 +12%
Avantax Advisory Services
521
Avantax Advisory Services
Texas
$247K +$2.32K +6 +0.9%
iA Global Asset Management
522
iA Global Asset Management
Quebec, Canada
$241K -$20.9K -54 -7%
Savant Capital
523
Savant Capital
Illinois
$240K -$3.1K -8 -1%
Central Trust Company
524
Central Trust Company
Missouri
$238K -$27.9K -72 -10%
RDWM
525
Red Door Wealth Management
Tennessee
$237K – – –