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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$12K -$883 -4 -7%
FRA
402
Front Row Advisors
California
$11K -$442 -2 -4%
ZB
403
Zions Bancorporation
Utah
$11K
CI
404
CX Institutional
Indiana
$11K +$5.52K +25 +104%
BBHC
405
Brown Brothers Harriman & Co
New York
$9K +$8.83K +40 New
FPS
406
Fieldpoint Private Securities
Connecticut
$8K +$7.29K +33 New
WWM
407
Wolff Wiese Magana
California
$7K +$7.07K +32 New
PWMG
408
Prestige Wealth Management Group
New Jersey
$5K -$4.64K -21 -49%
CWM
409
Cranbrook Wealth Management
Michigan
$5K
EW
410
Evoke Wealth
California
$5K
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$5K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$5K
PB
413
Pinnacle Bancorp
Nebraska
$5K
RPWA
414
Regent Peak Wealth Advisors
Georgia
$5K +$4.42K +20 New
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$4K -$6.62K -30 -61%
PCG
416
Private Capital Group
Connecticut
$4K
PMFA
417
Plante Moran Financial Advisors
Michigan
$4K +$3.31K +15 New
ABC
418
Associated Banc-Corp
Wisconsin
$3K
IA
419
IFP Advisors
Florida
$3K
TFO
420
Tarbox Family Office
California
$3K
VFA
421
Valeo Financial Advisors
Indiana
$3K
HR
422
Howe & Rusling
New York
$3K +$221 +1 +8%
BWM
423
BerganKDV Wealth Management
Minnesota
$3K +$442 +2 +18%
BCA
424
Berman Capital Advisors
Georgia
$3K +$1.99K +9 +180%
WT
425
Washington Trust
Rhode Island
$2K -$221 -1 -13%