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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
426
Fieldpoint Private Securities
Connecticut
$8K -$476 -2 -6%
WWM
427
Wolff Wiese Magana
California
$8K
EW
428
Evoke Wealth
California
$6K
PB
429
Pinnacle Bancorp
Nebraska
$6K
BCA
430
Berman Capital Advisors
Georgia
$6K +$2.62K +11 +79%
CA
431
Clearstead Advisors
Ohio
$6K +$5.48K +23 New
CWM
432
Cranbrook Wealth Management
Michigan
$5K
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$5K
PWMG
434
Prestige Wealth Management Group
New Jersey
$5K
PMFA
435
Plante Moran Financial Advisors
Michigan
$4K
PCG
436
Private Capital Group
Connecticut
$4K
VFA
437
Valeo Financial Advisors
Indiana
$4K +$476 +2 +14%
WCM
438
Wealthcare Capital Management
Virginia
$4K +$4.05K +17 New
AIC
439
Ameritas Investment Company
Nebraska
$3.96K +$3.81K +16 New
BWM
440
BerganKDV Wealth Management
Minnesota
$3K
HR
441
Howe & Rusling
New York
$3K
TFO
442
Tarbox Family Office
California
$3K
PFBT
443
Parkside Financial Bank & Trust
Missouri
$3K +$3.1K +13 New
CFD
444
Creative Financial Designs
Indiana
$2K
TWA
445
TCI Wealth Advisors
Arizona
$2K +$476 +2 +33%
CAL
446
Capital Analysts LLC
Pennsylvania
$2K +$1.43K +6 New
HS
447
Horan Securities
United States
$2K +$2.14K +9 New
ACM
448
Allred Capital Management
Texas
$1.24K +$1.19K +5 New
SFS
449
Sowell Financial Services
Arkansas
$1K -$11.7K -49 -96%
WT
450
Washington Trust
Rhode Island
$1K -$238 -1 -14%