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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
501
Capital Performance Advisors
California
$277K +$267K +792 New
FRA
502
Frank Rimerman Advisors
California
$275K +$265K +785 New
CIBC World Market
503
CIBC World Market
Ontario, Canada
$274K -$6.42K -19 -2%
EAM
504
Erste Asset Management
Austria
$264K -$328K -972 -56%
Lido Advisors
505
Lido Advisors
California
$263K +$53K +157 +26%
VanEck Associates
506
VanEck Associates
New York
$261K +$15.2K +45 +6%
CCM
507
Coldstream Capital Management
Washington
$257K +$22.6K +67 +10%
RG
508
Renaissance Group
Kentucky
$255K -$489K -1,447 -66%
VA
509
Vident Advisory
Georgia
$251K -$5.06K -15 -2%
QC
510
Quent Capital
New York
$250K +$20.9K +62 +10%
PCM
511
Prelude Capital Management
New York
$249K +$240K +710 New
RF
512
Rossby Financial
Florida
$247K -$8.1K -24 -3%
VT
513
Vise Technologies
New York
$245K +$33.1K +98 +16%
MC
514
Moors & Cabot
Massachusetts
$245K +$7.09K +21 +3%
SC
515
Syon Capital
California
$242K +$233K +691 New
RA
516
Riversedge Advisors
Delaware
$237K +$229K +677 New
RDWM
517
Red Door Wealth Management
Tennessee
$235K +$338 +1 +0.1%
LSA
518
Leonteq Securities AG
Switzerland
$235K
TYCC
519
Texas Yale Capital Corp
Florida
$225K -$36.1K -107 -14%
PCS
520
Personal CFO Solutions
New Jersey
$222K -$19.2K -57 -8%
ST
521
Smithfield Trust
Pennsylvania
$221K
TAFW
522
Tred Avon Family Wealth
Maryland
$220K +$212K +628 New
PFM
523
Patton Fund Management
Texas
$218K
SC
524
Scotia Capital
Ontario, Canada
$216K -$2.7K -8 -1%
CAMG
525
CWA Asset Management Group
Florida
$214K -$16.9K -50 -8%