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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
Legacy Financial Advisors
Kentucky
$5K
PFO
402
Pathstone Family Office
New Jersey
$4K +$4.14K +19 New
RFC
403
Regions Financial Corp
Alabama
$3K -$15.7K -72 -83%
VFA
404
Valeo Financial Advisors
Indiana
$3K -$871 -4 -25%
Canada Pension Plan Investment Board
405
Canada Pension Plan Investment Board
Ontario, Canada
$3K
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$3K
HR
407
Howe & Rusling
New York
$3K
PCP
408
Proficio Capital Partners
Massachusetts
$3K
SWM
409
SeaCrest Wealth Management
New York
$3K
CA
410
Claro Advisors
Massachusetts
$3K +$3.27K +15 New
WANY
411
Wealthspire Advisors (New York)
New York
$3K +$3.27K +15 New
CAW
412
Cornerstone Advisors (Washington)
Washington
$2K
FRA
413
Front Row Advisors
California
$2K
TWA
414
TCI Wealth Advisors
Arizona
$2K +$1.52K +7 New
BBHC
415
Brown Brothers Harriman & Co
New York
$2K +$1.74K +8 New
CFA
416
Carroll Financial Associates
North Carolina
$1K
MSA
417
Marino Stram & Associates
Massachusetts
$1K
TNBTD
418
Trustmark National Bank Trust Department
Mississippi
$1K
AIA
419
Alera Investment Advisors
Illinois
$1K +$653 +3 New
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$1K +$653 +3 New
ST
421
Sageworth Trust
Pennsylvania
$1K +$653 +3 New
PWMG
422
Prestige Wealth Management Group
New Jersey
$1K +$871 +4 New
ASN
423
Advisory Services Network
Georgia
$1K +$1.09K +5 New
EWM
424
Executive Wealth Management
Michigan
$1K +$1.31K +6 New
LC
425
Lindbrook Capital
California
$1K +$1.31K +6 New