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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$5K +$2.53K +13 +130%
CI
402
CX Institutional
Indiana
$5K +$3.5K +18 +300%
Rockefeller Capital Management
403
Rockefeller Capital Management
New York
$4K -$2.34K -12 -39%
CWM
404
Cranbrook Wealth Management
Michigan
$4K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$4K +$584 +3 +17%
CFGS
406
Concourse Financial Group Securities
Alabama
$4K +$1.17K +6 +55%
MAM
407
Meeder Asset Management
Ohio
$4K +$2.34K +12 +240%
OPS
408
Orion Portfolio Solutions
Nebraska
$4K +$2.53K +13 +260%
EI
409
Ellevest Inc
New York
$4K +$2.73K +14 +280%
LWM
410
Lenox Wealth Management
Ohio
$4K +$3.9K +20 New
PCG
411
Private Capital Group
Connecticut
$3K
ABC
412
Associated Banc-Corp
Wisconsin
$3K +$974 +5 +56%
TFO
413
Tarbox Family Office
California
$2K -$1.95K -10 -45%
BWM
414
BerganKDV Wealth Management
Minnesota
$2K
HR
415
Howe & Rusling
New York
$2K +$584 +3 +50%
IRC
416
Investors Research Corp
Georgia
$2K +$584 +3 +100%
CFD
417
Creative Financial Designs
Indiana
$2K +$1.75K +9 New
AF
418
Advisornet Financial
Minnesota
$1K
CFA
419
Carroll Financial Associates
North Carolina
$1K
JFA
420
JNBA Financial Advisors
Minnesota
$1K
LC
421
Lindbrook Capital
California
$1K
CWC
422
Carolinas Wealth Consulting
North Carolina
$1K +$584 +3 New
SIM
423
Sonora Investment Management
Arizona
$1K +$584 +3 New
VVP
424
Vulcan Value Partners
Alabama
-$96.8M -503,105 Closed
VRS
425
Virginia Retirement Systems
Virginia
-$18.9M -98,300 Closed