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EFOR

Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
251
Prospera Financial Services
Texas
$20K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$18K -$87.4K -852 -81%
QCG
253
Quadrant Capital Group
Ohio
$18K +$1.33K +13 +7%
PCG
254
Private Capital Group
Connecticut
$17K
ST
255
Smithfield Trust
Pennsylvania
$17K
RTC
256
Riverview Trust Company
Washington
$16K +$17.9K +175 New
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$15K +$4.41K +43 +36%
MAM
258
Meeder Asset Management
Ohio
$15K +$10.2K +99 +130%
AF
259
Advisornet Financial
Minnesota
$14K
S
260
SignatureFD
Georgia
$14K +$12.4K +121 +318%
RG
261
Retirement Group
California
$12K +$7.08K +69 +100%
GRP
262
Global Retirement Partners
California
$11K
HNB
263
Huntington National Bank
Ohio
$11K
BMD
264
Better Money Decisions
New Mexico
$11K +$12.4K +121 New
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$10K +$820 +8 +7%
KFI
266
Key Financial Inc
Pennsylvania
$9K
Jones Financial Companies
267
Jones Financial Companies
Missouri
$6K
SPIA
268
Steward Partners Investment Advisory
New York
$6K
CWP
269
Concord Wealth Partners
Virginia
$6K +$4.41K +43 +154%
WT
270
Whittier Trust
California
$4K
UB
271
UMB Bank
Missouri
$4K +$2.05K +20 +80%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.77K +27 +450%
HFS
273
Heritage Financial Services
Massachusetts
$3K +$3.9K +38 New
TWA
274
TCI Wealth Advisors
Arizona
$2K -$17K -166 -88%
FPS
275
Fieldpoint Private Securities
Connecticut
$2K -$3.59K -35 -58%