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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
401
Parallel Advisors
California
$37K +$5.47K +21 +17%
CT
402
Caldwell Trust
Florida
$36.5K – – –
KFP
403
KB Financial Partners
New Jersey
$26K -$3.38K -13 -11%
GAM
404
Gemmer Asset Management
California
$23K +$3.64K +14 +18%
WAM
405
Wolverine Asset Management
Illinois
$23K +$23.9K +92 New
LFG
406
Larson Financial Group
Missouri
$22K +$260 +1 +1%
S
407
SignatureFD
Georgia
$22K +$4.42K +17 +24%
CI
408
CX Institutional
Indiana
$20K +$2.08K +8 +11%
CFO
409
CVA Family Office
Colorado
$18K +$9.11K +35 +100%
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
AP
411
Atwood & Palmer
Missouri
$15K – – –
RWM
412
Raffa Wealth Management
District of Columbia
$13.6K – – –
CTC
413
Central Trust Company
Missouri
$13K -$2.08K -8 -14%
FHC
414
First Horizon Corporation
Tennessee
$13K -$781 -3 -5%
PSB
415
Piscataqua Savings Bank
New Hampshire
$13K – – –
ZB
416
Zions Bancorporation
Utah
$12K -$260 -1 -2%
SIM
417
Sentry Investment Management
Wisconsin
$11K -$92.1K -354 -89%
FHA
418
First Horizon Advisors
Tennessee
$11K -$7.55K -29 -41%
FRA
419
Front Row Advisors
California
$11K -$1.56K -6 -13%
FPS
420
Fieldpoint Private Securities
Connecticut
$8K – – –
WWM
421
Wolff Wiese Magana
California
$7K -$1.04K -4 -13%
BCA
422
Berman Capital Advisors
Georgia
$6K – – –
EW
423
Evoke Wealth
California
$6K – – –
PB
424
Pinnacle Bancorp
Nebraska
$6K – – –
CWM
425
Cranbrook Wealth Management
Michigan
$5K – – –
15 16
17
18 19