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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
601
Edmond de Rothschild Holding
Switzerland
-$227K -684 Closed
FHB
602
First Hawaiian Bank
Hawaii
-$218K -657 Closed
Holocene Advisors
603
Holocene Advisors
New York
-$215K -649 Closed
MYIA
604
Mount Yale Investment Advisors
Colorado
-$202K -611 Closed
IWP
605
IAG Wealth Partners
Wisconsin
-$69K -208 Closed
IFAM
606
Institutional & Family Asset Management
Colorado
-$60K -181 Closed
CS
607
Comerica Securities
Michigan
-$52.7K -159 Closed
OWA
608
One Wealth Advisors
California
-$47K -142 Closed
SWM
609
Spire Wealth Management
Virginia
-$29K -88 Closed
RFA
610
Resurgent Financial Advisors
Georgia
-$21.5K -65 Closed
MUMSS
611
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$20K -60 Closed
AWM
612
Accurate Wealth Management
Florida
-$13.3K -37 Closed
DFCM
613
Dark Forest Capital Management
Puerto Rico
-$6.29K -19 Closed
BAAM
614
Baker Avenue Asset Management
California
-$4.31K -13 Closed
ANBT
615
American National Bank & Trust
Texas
-$2K -6 Closed
BHWM
616
Beaird Harris Wealth Management
Texas
-$663 -2 Closed
MSCM
617
McElhenny Sheffield Capital Management
Texas
-$663 -2 Closed
EE
618
EWG Elevate
California
-$331 -1 Closed
AW
619
Avion Wealth
Texas
+$719 +2 New