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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
401
Omnia Family Wealth
Florida
$22K
KA
402
Kaizen Advisory
Illinois
$22K +$13.4K +57 +143%
SMG
403
Spectrum Management Group
Indiana
$21K
QCG
404
Quadrant Capital Group
Ohio
$20K
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$18K +$2.82K +12 +18%
CIA
406
CSat Investment Advisory
Michigan
$18K +$18.5K +79 New
VEA
407
Virtus ETF Advisers
New York
$17K
CTC
408
Central Trust Company
Missouri
$16K
ClearBridge Investments
409
ClearBridge Investments
New York
$15K -$2.11K -9 -12%
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
CPA
411
Clear Perspective Advisors
Illinois
$13K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$13K +$939 +4 +7%
CF
413
Centaurus Financial
California
$13K +$13.6K +58 New
RWM
414
Raffa Wealth Management
District of Columbia
$12.4K
FHA
415
First Horizon Advisors
Tennessee
$11K +$3.29K +14 +39%
MSE
416
MUFG Securities EMEA
United Kingdom
$11K +$10.8K +46 New
PCG
417
Private Capital Group
Connecticut
$9K -$2.35K -10 -20%
AssetMark Inc
418
AssetMark Inc
California
$7K -$7.28K -31 -49%
JA
419
JOYN Advisors
Georgia
$7K +$3.76K +16 +114%
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$6K -$207K -881 -97%
AC
421
Avestar Capital
New York
$6K +$470 +2 +8%
WT
422
Washington Trust
Rhode Island
$6K +$6.34K +27 New
CWA
423
Clarus Wealth Advisors
Arizona
$5K +$4.46K +19 New
PCP
424
Proficio Capital Partners
Massachusetts
$4K -$470 -2 -11%
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K