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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
726
Boston Trust Walden
Massachusetts
– -$362K -1,000 Closed
CCB
727
Cutter & Co Brokerage
Missouri
– -$353K -973 Closed
AA
728
ALPS Advisors
Colorado
– -$332K -917 Closed
AWA
729
Arkadios Wealth Advisors
Georgia
– -$327K -903 Closed
PD
730
Point72 (DIFC)
United Arab Emirates
– -$327K -903 Closed
CCI
731
Credit Capital Investments
New Jersey
– -$326K -900 Closed
AWS
732
Atria Wealth Solutions
New York
– -$325K -897 Closed
AAIS
733
ABN AMRO Investment Solutions
– -$315K -869 Closed
CL
734
Choreo LLC
Illinois
– -$310K -862 Closed
GWM
735
Gitterman Wealth Management
New Jersey
– -$308K -850 Closed
RAM
736
Ramirez Asset Management
New York
– -$268K -740 Closed
WPC
737
Wedmont Private Capital
Pennsylvania
– -$259K -734 Closed
EWA
738
EP Wealth Advisors
California
– -$264K -728 Closed
LAM
739
Lingohr Asset Management
Germany
– -$260K -723 Closed
CFGS
740
Concourse Financial Group Securities
Alabama
– -$260K -715 Closed
TPA
741
Trivium Point Advisory
Connecticut
– -$259K -715 Closed
CFO
742
Callan Family Office
Pennsylvania
– -$251K -692 Closed
GCP
743
GSA Capital Partners
United Kingdom
– -$245K -677 Closed
BOSSRA
744
B.O.S.S. Retirement Advisors
Utah
– -$234K -646 Closed
GM
745
GeoWealth Management
Illinois
– -$234K -645 Closed
CAM
746
Cozad Asset Management
Illinois
– -$230K -635 Closed
FI
747
FWG Investments
Kentucky
– -$224K -617 Closed
AWM
748
Avior Wealth Management
Nebraska
– -$93.2K -257 Closed
CIAM
749
Caitong International Asset Management
Hong Kong
– -$72.9K -201 Closed
AIP
750
Arrowpoint Investment Partners
Singapore
– -$68.9K -190 Closed