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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Addison Advisors
Vermont
$58K
IWP
402
IAG Wealth Partners
Wisconsin
$56K +$270 +1 +0.5%
FFC
403
First Financial Corp
Indiana
$55K
Capstone Investment Advisors
404
Capstone Investment Advisors
New York
$49K +$45.7K +169 +1,690%
APA
405
American Portfolios Advisors
New York
$47.6K -$1.62K -6 -3%
QCG
406
Quadrant Capital Group
Ohio
$47K -$2.97K -11 -6%
KFI
407
Key Financial Inc
Pennsylvania
$44K
GWSG
408
GPS Wealth Strategies Group
Colorado
$42K
CT
409
Caldwell Trust
Florida
$39.7K
SWM
410
Spire Wealth Management
Virginia
$36K +$35.9K +133 New
AIM
411
Achmea Investment Management
Netherlands
$31K
S
412
SignatureFD
Georgia
$27K
CT
413
Cambridge Trust
Massachusetts
$26K +$24.9K +92 New
GAM
414
Gemmer Asset Management
California
$25K
LFG
415
Larson Financial Group
Missouri
$24K
KCM
416
KRS Capital Management
Michigan
$23K +$23.2K +86 New
SFO
417
Standard Family Office
South Dakota
$19K +$18.6K +69 New
PSB
418
Piscataqua Savings Bank
New Hampshire
$18K +$4.05K +15 +30%
KFP
419
KB Financial Partners
New Jersey
$17K +$17K +63 New
AP
420
Atwood & Palmer
Missouri
$16K
Optiver Holding
421
Optiver Holding
Netherlands
$15K
RWM
422
Raffa Wealth Management
District of Columbia
$14.8K
ZB
423
Zions Bancorporation
Utah
$14K -$2.43K -9 -15%
AF
424
Allworth Financial
California
$14K
FPS
425
Fieldpoint Private Securities
Connecticut
$12K -$2.43K -9 -17%