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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Caldwell Trust
Florida
$35.9K
M1FG
402
Mach-1 Financial Group
Arkansas
$35K -$9.53K -40 -22%
PA
403
Parallel Advisors
California
$31K -$2.86K -12 -9%
AssetMark Inc
404
AssetMark Inc
California
$28K -$24.1K -101 -47%
KFP
405
KB Financial Partners
New Jersey
$28K +$27.4K +115 New
SWM
406
Spire Wealth Management
Virginia
$26K +$24.3K +102 New
First Manhattan
407
First Manhattan
New York
$24K -$952 -4 -4%
PCM
408
Penserra Capital Management
California
$24K +$3.81K +16 +19%
LFG
409
Larson Financial Group
Missouri
$22K
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$22K +$16K +67 +305%
GAM
411
Gemmer Asset Management
California
$19K
S
412
SignatureFD
Georgia
$18K -$2.38K -10 -12%
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
FHA
414
First Horizon Advisors
Tennessee
$17K
CI
415
CX Institutional
Indiana
$17K +$5K +21 +43%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$15K +$10.2K +43 +226%
AP
417
Atwood & Palmer
Missouri
$15K +$14K +59 New
FHC
418
First Horizon Corporation
Tennessee
$14K -$4.05K -17 -23%
CTC
419
Central Trust Company
Missouri
$14K
IAIM
420
International Assets Investment Management
Florida
$14K
RWM
421
Raffa Wealth Management
District of Columbia
$13.4K
FRA
422
Front Row Advisors
California
$12K
ZB
423
Zions Bancorporation
Utah
$12K +$1.19K +5 +11%
PSB
424
Piscataqua Savings Bank
New Hampshire
$12K +$11.9K +50 New
CFO
425
CVA Family Office
Colorado
$9K +$8.33K +35 New