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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
GI
651
Gradient Investments
Minnesota
$1.41K +$1.55K +4 New
HGA
652
Hobbs Group Advisors
South Carolina
$1.07K +$1.16K +3 New
UFF
653
USA Financial Formulas
Michigan
$1.06K -$789K -2,038 -100%
CWC
654
Carolinas Wealth Consulting
North Carolina
$1.06K – – –
IRC
655
Investors Research Corp
Georgia
$1.06K – – –
NFSG
656
Newbridge Financial Services Group
Florida
$1.06K – – –
TWP
657
TFO Wealth Partners
Ohio
$1.06K – – –
HFM
658
Harvest Fund Management
China
$1K -$102K -263 -99%
AW
659
Avion Wealth
Texas
$1K – – –
VNA
660
Valley National Advisers
Pennsylvania
$1K +$387 +1 +50%
SWM
661
Spire Wealth Management
Virginia
$748 +$775 +2 New
Kayne Anderson Rudnick Investment Management
662
Kayne Anderson Rudnick Investment Management
California
$415 – – –
AWM
663
Abound Wealth Management
Tennessee
$359 – – –
HWP
664
Highline Wealth Partners
California
$354 – – –
AP
665
Aspect Partners
Virginia
$354 +$387 +1 New
PMFA
666
Plante Moran Financial Advisors
Michigan
$354 +$387 +1 New
RS
667
Rakuten Securities
Japan
$354 +$387 +1 New
RCM
668
Raleigh Capital Management
North Carolina
$354 +$387 +1 New
FGAM
669
Financial Gravity Asset Management
Texas
$310 – – –
ECU
670
Egerton Capital (UK)
United Kingdom
– -$82.9M -223,093 Closed
ESCM
671
Echo Street Capital Management
New York
– -$58.8M -158,216 Closed
CHP
672
Castle Hook Partners
New York
– -$17.6M -47,302 Closed
Tudor Investment Corp
673
Tudor Investment Corp
Connecticut
– -$8.96M -24,095 Closed
DCM
674
Driehaus Capital Management
Illinois
– -$7.25M -19,503 Closed
ECM
675
ExodusPoint Capital Management
New York
– -$4.15M -11,156 Closed