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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
376
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$13K -$224 -1 -2%
AIM
378
Advantage Investment Management
Iowa
$13K +$12.8K +57 New
RWM
379
Raffa Wealth Management
District of Columbia
$12.3K
FHA
380
First Horizon Advisors
Tennessee
$11K
MWPCG
381
Measured Wealth Private Client Group
New Hampshire
$11K +$11.2K +50 New
SPIA
382
Steward Partners Investment Advisory
New York
$10K +$9.4K +42 New
PCG
383
Private Capital Group
Connecticut
$9K
Fidelity International
384
Fidelity International
Bermuda
$7K +$6.94K +31 New
JA
385
JOYN Advisors
Georgia
$6K -$1.12K -5 -17%
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$6K +$6.27K +28 New
AssetMark Inc
387
AssetMark Inc
California
$5K -$2.01K -9 -28%
OWA
388
One Wealth Advisors
California
$5K +$671 +3 +18%
VFA
389
Valeo Financial Advisors
Indiana
$4K -$67.1K -300 -95%
LFA
390
Legacy Financial Advisors
Kentucky
$4K -$21.9K -98 -82%
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
OIA
392
Optimum Investment Advisors
Illinois
$4K
PCP
393
Proficio Capital Partners
Massachusetts
$4K
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$3K
GWS
395
Glassman Wealth Services
Virginia
$3K
HR
396
Howe & Rusling
New York
$3K
SWM
397
SeaCrest Wealth Management
New York
$3K
Canada Pension Plan Investment Board
398
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$2.95M -13,204 -100%
CAW
399
Cornerstone Advisors (Washington)
Washington
$2K
FRA
400
Front Row Advisors
California
$2K