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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AG
501
Ascent Group
Virginia
$269K +$38.5K +101 +17%
HA
502
HFG Advisors
Ohio
$264K
LSA
503
Leonteq Securities AG
Switzerland
$263K
MFIM
504
Mesirow Financial Investment Management
Illinois
$262K +$255K +669 New
RDWM
505
Red Door Wealth Management
Tennessee
$262K
MSFS
506
Main Street Financial Solutions
Pennsylvania
$261K +$254K +667 New
DEA
507
DoubleLine ETF Adviser
Florida
$261K -$19.4K -51 -7%
CM
508
Crestline Management
Texas
$256K +$249K +654 New
TYCC
509
Texas Yale Capital Corp
Florida
$255K
QC
510
Quent Capital
New York
$253K +$2.67K +7 +1%
AA
511
AlphaCentric Advisors
Puerto Rico
$249K -$8.76K -23 -3%
ST
512
Smithfield Trust
Pennsylvania
$247K
CL
513
Choreo LLC
Illinois
$247K +$237K +623 New
FIA
514
Foundations Investment Advisors
Arizona
$245K +$238K +624 New
Lido Advisors
515
Lido Advisors
California
$243K +$3.05K +8 +1%
BAM
516
Blueshift Asset Management
New Jersey
$243K -$92.2K -242 -28%
WPC
517
Wedmont Private Capital
Pennsylvania
$238K +$11K +29 +5%
NIM
518
NEOS Investment Management
Connecticut
$237K
SFI
519
Siemens Fonds Invest
Germany
$234K +$228K +598 New
HI
520
Horizon Investments
North Carolina
$230K -$18.7K -49 -8%
EH
521
Equitable Holdings
New York
$226K +$219K +576 New
PA
522
Parallel Advisors
California
$223K -$16.4K -43 -7%
ST
523
Somerset Trust
Pennsylvania
$221K +$6.86K +18 +3%
CF
524
Centaurus Financial
California
$220K +$214K +562 New
Envestnet Portfolio Solutions
525
Envestnet Portfolio Solutions
Illinois
$220K -$73.5K -193 -26%