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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
351
Perkins Coie Trust Company
Washington
$91K
IA
352
IFP Advisors
Florida
$86K +$86.4K +470 New
VCM
353
Versant Capital Management
Arizona
$80K
AIM
354
Assured Investment Management
New York
$73K -$281K -1,530 -79%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$5.51K +30 +10%
KT
356
Kanaly Trust
Texas
$47K -$20.4K -111 -30%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$45K +$9.01K +49 +25%
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$43K -$184 -1 -0.4%
EWM
359
Evercore Wealth Management
New York
$40K -$70.6K -384 -64%
PMFA
360
Plante Moran Financial Advisors
Michigan
$33K +$33.1K +180 New
S
361
SignatureFD
Georgia
$27K -$735 -4 -3%
Creative Planning
362
Creative Planning
Kansas
$25K
CTC
363
Central Trust Company
Missouri
$22K
GAM
364
Gemmer Asset Management
California
$22K
SAMC
365
Shinko Asset Management Company
Japan
$21K
BFEC
366
Benjamin F. Edwards & Company
Missouri
$18K -$9.19K -50 -33%
First Manhattan
367
First Manhattan
New York
$18K
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$17K -$76.8K -418 -81%
DADC
369
D.A. Davidson & Co
Montana
$17K +$11.4K +62 +177%
WA
370
WFG Advisors
Texas
$16K
SBL
371
Sargent Bickham Lagudis
Colorado
$13K
NFG
372
Next Financial Group
Texas
$13K +$4.59K +25 +50%
IWMPD
373
Integrated Wealth Management (Palm Desert)
California
$10K
ZB
374
Zions Bancorporation
Utah
$9K
PCM
375
Penserra Capital Management
California
$9K +$2.94K +16 +48%