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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
426
Spectrum Management Group
Indiana
$23K
SWP
427
Stratos Wealth Partners
Ohio
$20K
ClearBridge Investments
428
ClearBridge Investments
New York
$19K
CTC
429
Central Trust Company
Missouri
$18K
VEA
430
Virtus ETF Advisers
New York
$18K
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$17K -$1.2K -5 -7%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
AssetMark Inc
433
AssetMark Inc
California
$16K -$137K -569 -90%
CPA
434
Clear Perspective Advisors
Illinois
$14K
SBL
435
Sargent Bickham Lagudis
Colorado
$14K
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$14K +$11.3K +47 +671%
RWM
437
Raffa Wealth Management
District of Columbia
$13.9K +$960 +4 +8%
PCG
438
Private Capital Group
Connecticut
$13K -$240 -1 -2%
KA
439
Kaizen Advisory
Illinois
$10K
MGIA
440
Moneta Group Investment Advisors
Missouri
$10K
HFP
441
Holistic Financial Partners
Indiana
$10K +$7.2K +30 +375%
ST
442
Sageworth Trust
Pennsylvania
$10K +$9.6K +40 New
FHA
443
First Horizon Advisors
Tennessee
$9K +$2.4K +10 +38%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$8K -$240 -1 -3%
AC
445
Avestar Capital
New York
$7K +$2.16K +9 +53%
APP
446
Avantax Planning Partners
Iowa
$6K +$5.52K +23 New
MFW
447
Mosaic Family Wealth
Missouri
$5K
PCP
448
Proficio Capital Partners
Massachusetts
$5K
CIP
449
Convergence Investment Partners
Florida
$5K +$4.8K +20 New
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$4K