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Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
UCB
301
United Community Bank
South Carolina
– -$159K -4,100 Closed
MAI Capital Management
302
MAI Capital Management
Ohio
– -$51.3K -1,326 Closed
Quadrant Capital Group
303
Quadrant Capital Group
Ohio
– -$30.8K -795 Closed
MTC
304
Matrix Trust Company
Colorado
– -$20K -509 Closed
Wilmington Savings Fund Society
305
Wilmington Savings Fund Society
Delaware
– -$19.4K -500 Closed
Root Financial Partners
306
Root Financial Partners
California
– -$14.3K -369 Closed
Advisory Services Network
307
Advisory Services Network
Georgia
– -$6.66K -172 Closed
First Horizon Corporation
308
First Horizon Corporation
Tennessee
– -$5.61K -145 Closed
WPA
309
Wealth Preservation Advisors
Tennessee
– -$3.79K -98 Closed
GHP Investment Advisors
310
GHP Investment Advisors
Colorado
– -$2.13K -55 Closed
CVA Family Office
311
CVA Family Office
Colorado
– -$1.97K -51 Closed
BWA
312
Basecamp Wealth Advisors
Washington
– -$1.24K -32 Closed
BAM
313
Byrne Asset Management
New Jersey
– -$968 -25 Closed
Blue Trust Inc
314
Blue Trust Inc
Georgia
– -$503 -13 Closed
Mather Group
315
Mather Group
Illinois
– -$465 -12 Closed
BGAI
316
Bruce G. Allen Investments
Colorado
– -$426 -11 Closed
TD Private Client Wealth
317
TD Private Client Wealth
New York
– -$271 -7 Closed
TM
318
Torren Management
California
– -$271 -7 Closed
FFO
319
Fortitude Family Office
Arizona
– -$194 -5 Closed
MV Capital Management
320
MV Capital Management
Maryland
– -$155 -4 Closed
VWM
321
Vermillion Wealth Management
Minnesota
– -$155 -4 Closed
DiNuzzo Private Wealth
322
DiNuzzo Private Wealth
Pennsylvania
– -$78 -2 Closed