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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
426
Prospera Financial Services
Texas
$100K +$95.7K +333 New
SIM
427
Sentry Investment Management
Wisconsin
$93K -$14.9K -52 -14%
ZB
428
Zions Bancorporation
Utah
$86K +$67.2K +234 +450%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$77K -$69.2K -241 -48%
WTC
430
WhitTier Trust Company
Nevada
$77K
ADL
431
Asset Dedication LLC
California
$75K
CFB
432
Cullen/Frost Bankers
Texas
$75K
PA
433
Parallel Advisors
California
$74K +$6.03K +21 +9%
VCM
434
Versant Capital Management
Arizona
$73K
IFAM
435
Institutional & Family Asset Management
Colorado
$67K -$11.8K -41 -16%
AA
436
Addison Advisors
Vermont
$64K
IWP
437
IAG Wealth Partners
Wisconsin
$62K +$287 +1 +0.5%
FFC
438
First Financial Corp
Indiana
$60K
QCG
439
Quadrant Capital Group
Ohio
$52K +$287 +1 +0.6%
KFI
440
Key Financial Inc
Pennsylvania
$48K
GWSG
441
GPS Wealth Strategies Group
Colorado
$46K
HWMA
442
Heritage Wealth Management (Arizona)
Arizona
$46K +$43.4K +151 New
CT
443
Caldwell Trust
Florida
$43.4K -$287 -1 -0.7%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$43K +$35K +122 +581%
MUMSS
445
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K +$28.7K +100 +500%
APA
446
American Portfolios Advisors
New York
$35.5K -$16.1K -56 -32%
IA
447
IFP Advisors
Florida
$34K +$56.9K +198 +1,523%
S
448
SignatureFD
Georgia
$31K +$1.44K +5 +5%
CT
449
Cambridge Trust
Massachusetts
$27K -$575 -2 -2%
GAM
450
Gemmer Asset Management
California
$27K