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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$8K
SQA
402
Simon Quick Advisors
New Jersey
$7K
SMG
403
Spectrum Management Group
Indiana
$6K +$1.5K +7 +29%
CI
404
CX Institutional
Indiana
$5K
EW
405
Evoke Wealth
California
$5K
Fidelity International
406
Fidelity International
Bermuda
$5K
MAM
407
Meeder Asset Management
Ohio
$5K +$1.71K +8 +47%
PB
408
Pinnacle Bancorp
Nebraska
$5K +$4.92K +23 New
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$4K -$5.57K -26 -54%
CWM
410
Cranbrook Wealth Management
Michigan
$4K
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$4K
IA
412
IFP Advisors
Florida
$3K -$9.42K -44 -77%
VFA
413
Valeo Financial Advisors
Indiana
$3K -$2.78K -13 -48%
ABC
414
Associated Banc-Corp
Wisconsin
$3K
PCG
415
Private Capital Group
Connecticut
$3K
WT
416
Washington Trust
Rhode Island
$2K -$33.2K -155 -95%
BWM
417
BerganKDV Wealth Management
Minnesota
$2K
CFD
418
Creative Financial Designs
Indiana
$2K
TFO
419
Tarbox Family Office
California
$2K
HR
420
Howe & Rusling
New York
$2K +$642 +3 +33%
EI
421
Ellevest Inc
New York
$1K -$3K -14 -74%
IRC
422
Investors Research Corp
Georgia
$1K -$642 -3 -50%
AF
423
Advisornet Financial
Minnesota
$1K
CWC
424
Carolinas Wealth Consulting
North Carolina
$1K
CFA
425
Carroll Financial Associates
North Carolina
$1K