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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
501
Wealthfront Advisers
California
$240K -$250K -758 -52%
AF
502
Allworth Financial
California
$240K -$52.5K -159 -18%
VA
503
Vident Advisory
Georgia
$239K -$3.96K -12 -2%
PFM
504
Patton Fund Management
Texas
$239K +$27.4K +83 +13%
RDWM
505
Red Door Wealth Management
Tennessee
$231K +$2.64K +8 +1%
PCM
506
Prelude Capital Management
New York
$230K -$10.6K -32 -5%
OR
507
Olympiad Research
Connecticut
$230K +$224K +678 New
SFWC
508
Strategic Family Wealth Counselors
New Jersey
$229K +$237K +717 New
LSA
509
Leonteq Securities AG
Switzerland
$227K
TG
510
TCW Group
California
$227K +$221K +670 New
CWA
511
Canvas Wealth Advisors
Kansas
$225K +$219K +663 New
CI
512
CX Institutional
Indiana
$221K +$46.2K +140 +27%
VCM
513
Voleon Capital Management
California
$220K -$108K -326 -34%
BFIM
514
Beese Fulmer Investment Management
Ohio
$219K +$213K +644 New
TYCC
515
Texas Yale Capital Corp
Florida
$218K
QCM
516
QRG Capital Management
Illinois
$218K -$254K -768 -54%
SWM
517
Segment Wealth Management
Texas
$217K +$211K +640 New
WANY
518
Wealthspire Advisors (New York)
New York
$217K +$206K +624 +4,160%
DWM
519
Darwin Wealth Management
Florida
$212K +$18.8K +57 +10%
ST
520
Smithfield Trust
Pennsylvania
$212K
GS
521
GTS Securities
Florida
$211K +$206K +623 New
PCS
522
Personal CFO Solutions
New Jersey
$210K -$4.29K -13 -2%
WP
523
Woodline Partners
California
$210K -$10.5M -31,724 -98%
AWM
524
Axxcess Wealth Management
California
$210K +$204K +618 New
TAFW
525
Tred Avon Family Wealth
Maryland
$209K -$3.63K -11 -2%