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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$40K -$20K -78 -33%
GWSG
402
GPS Wealth Strategies Group
Colorado
$38K
HWMA
403
Heritage Wealth Management (Arizona)
Arizona
$38K
CT
404
Caldwell Trust
Florida
$36.4K
AIM
405
Achmea Investment Management
Netherlands
$28K +$28.5K +111 New
S
406
SignatureFD
Georgia
$24K +$2.05K +8 +9%
GAM
407
Gemmer Asset Management
California
$23K
CI
408
CX Institutional
Indiana
$23K +$3.85K +15 +19%
LFG
409
Larson Financial Group
Missouri
$22K +$256 +1 +1%
FHA
410
First Horizon Advisors
Tennessee
$20K +$10K +39 +93%
CFA
411
Cahill Financial Advisors
Minnesota
$16K +$16.2K +63 New
AP
412
Atwood & Palmer
Missouri
$15K
ZB
413
Zions Bancorporation
Utah
$15K +$3.08K +12 +24%
Optiver Holding
414
Optiver Holding
Netherlands
$15K +$15.6K +61 New
RWM
415
Raffa Wealth Management
District of Columbia
$13.5K
PSB
416
Piscataqua Savings Bank
New Hampshire
$13K
FPS
417
Fieldpoint Private Securities
Connecticut
$13K +$5.64K +22 +71%
AF
418
Allworth Financial
California
$13K +$12.8K +50 New
MUMSS
419
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K +$10.3K +40 New
KIG
420
Kowal Investment Group
Wisconsin
$9K +$8.72K +34 New
FRA
421
Front Row Advisors
California
$6K -$4.62K -18 -43%
BCA
422
Berman Capital Advisors
Georgia
$6K
PB
423
Pinnacle Bancorp
Nebraska
$6K
DFCM
424
Dark Forest Capital Management
Puerto Rico
$6K +$5.9K +23 New
IA
425
IFP Advisors
Florida
$5K -$59K -230 -93%