We are live on ! Find out more
EG icon

Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cranbrook Wealth Management
Michigan
$4K
VFA
402
Valeo Financial Advisors
Indiana
$4K +$766 +3 +21%
TFO
403
Tarbox Family Office
California
$4K +$2.55K +10 +83%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$3K
PCG
405
Private Capital Group
Connecticut
$3K
BWM
406
BerganKDV Wealth Management
Minnesota
$2K +$1.02K +4 +57%
ABC
407
Associated Banc-Corp
Wisconsin
$2K +$2.3K +9 New
WT
408
Washington Trust
Rhode Island
$2K +$2.3K +9 New
CFGS
409
Concourse Financial Group Securities
Alabama
$2K +$2.81K +11 New
EW
410
Evoke Wealth
California
$1.92K +$1.02K +4 +67%
MAM
411
Meeder Asset Management
Ohio
$1K -$667K -2,613 -100%
CI
412
CX Institutional
Indiana
$1K -$1.02K -4 -40%
AF
413
Advisornet Financial
Minnesota
$1K
BCA
414
Berman Capital Advisors
Georgia
$1K
CFA
415
Carroll Financial Associates
North Carolina
$1K
HR
416
Howe & Rusling
New York
$1K
IRC
417
Investors Research Corp
Georgia
$1K
JFA
418
JNBA Financial Advisors
Minnesota
$1K
LC
419
Lindbrook Capital
California
$1K
BL
420
Balentine LLC
Georgia
$1K +$766 +3 New
PFBT
421
Parkside Financial Bank & Trust
Missouri
$1K +$1.02K +4 +133%
EI
422
Ellevest Inc
New York
$1K +$1.28K +5 New
OPS
423
Orion Portfolio Solutions
Nebraska
$1K +$1.28K +5 New
AWA
424
Arkadios Wealth Advisors
Georgia
$192 -$1.79K -7 -88%
Pzena Investment Management
425
Pzena Investment Management
New York
-$32.4M -116,954 Closed