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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$24K +$24.6K +136 New
VFA
352
Virtus Fund Advisers
Connecticut
$23K – – –
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$22.5K – – –
GAM
354
Gemmer Asset Management
California
$21K – – –
CTC
355
Central Trust Company
Missouri
$21K +$11.2K +62 +103%
First Manhattan
356
First Manhattan
New York
$17K – – –
AC
357
Alexandria Capital
Virginia
$14K – – –
IWMPD
358
Integrated Wealth Management (Palm Desert)
California
$14K – – –
WA
359
WFG Advisors
Texas
$14K +$181 +1 +1%
WRM
360
Westport Resources Management
Connecticut
$13K – – –
SMG
361
Spectrum Management Group
Indiana
$11K +$11.8K +65 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$10K +$10.1K +56 New
CG
363
Colony Group
Massachusetts
$9K – – –
ZB
364
Zions Bancorporation
Utah
$9K +$8.68K +48 New
CCS
365
Crosspoint Capital Strategies
California
$8K +$8.14K +45 New
NFG
366
Next Financial Group
Texas
$8K +$9.05K +50 New
QCG
367
Quadrant Capital Group
Ohio
$7K – – –
S
368
SignatureFD
Georgia
$7K – – –
DADC
369
D.A. Davidson & Co
Montana
$5K -$53K -293 -90%
TF
370
Tompkins Financial
New York
$5K – – –
DBT
371
Dubuque Bank & Trust
Iowa
$3K – – –
MSFP
372
Mark Sheptoff Financial Planning
Connecticut
$3K +$2.71K +15 New
CAW
373
Cornerstone Advisors (Washington)
Washington
$2K – – –
ACS
374
Archford Capital Strategies
Illinois
$1K – – –
FNBT
375
FineMark National Bank & Trust
Florida
$1K – – –