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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$19K -$1.31K -6 -7%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$19K +$19.2K +88 New
RCAG
378
Rehmann Capital Advisory Group
Michigan
$18.7K
GAM
379
Gemmer Asset Management
California
$16K
VEA
380
Virtus ETF Advisers
New York
$16K
AIM
381
Advantage Investment Management
Iowa
$16K +$3.48K +16 +28%
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
CTC
383
Central Trust Company
Missouri
$13K -$1.96K -9 -13%
LFA
384
Legacy Financial Advisors
Kentucky
$13K +$8.71K +40 +190%
TC
385
Truvestments Capital
Florida
$13K +$12.8K +59 New
RWM
386
Raffa Wealth Management
District of Columbia
$11.7K
FHA
387
First Horizon Advisors
Tennessee
$9K
SMFS
388
Squar Milner Financial Services
California
$9K +$9.14K +42 New
C
389
Cerebellum
California
$7K -$136K -623 -95%
APA
390
American Portfolios Advisors
New York
$6.51K +$6.53K +30 New
Fidelity International
391
Fidelity International
Bermuda
$6K
PCP
392
Proficio Capital Partners
Massachusetts
$5K +$1.31K +6 +38%
PFO
393
Pathstone Family Office
New Jersey
$4K
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$4K +$435 +2 +13%
OWA
395
One Wealth Advisors
California
$4K +$4.35K +20 New
PCG
396
Private Capital Group
Connecticut
$3K -$5.44K -25 -63%
SWM
397
SeaCrest Wealth Management
New York
$3K -$218 -1 -7%
HR
398
Howe & Rusling
New York
$3K +$435 +2 +15%
VFA
399
Valeo Financial Advisors
Indiana
$3K +$435 +2 +17%
TA
400
TCG Advisors
Texas
$3K +$2.83K +13 New