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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
426
Sentry Investment Management
Wisconsin
$67K – – –
WTC
427
WhitTier Trust Company
Nevada
$67K – – –
ADL
428
Asset Dedication LLC
California
$66K – – –
VCM
429
Versant Capital Management
Arizona
$63K – – –
WFA
430
Wipfli Financial Advisors
Wisconsin
$61K +$62.8K +232 New
CIM
431
Contravisory Investment Management
Massachusetts
$60K +$61.7K +228 New
IFAM
432
Institutional & Family Asset Management
Colorado
$58K – – –
AA
433
Addison Advisors
Vermont
$56K – – –
IWP
434
IAG Wealth Partners
Wisconsin
$54K +$271 +1 +0.5%
FFC
435
First Financial Corp
Indiana
$52K – – –
QCG
436
Quadrant Capital Group
Ohio
$47K +$1.89K +7 +4%
KFI
437
Key Financial Inc
Pennsylvania
$42K – – –
CFB
438
Cullen/Frost Bankers
Texas
$40K -$26.5K -98 -39%
GWSG
439
GPS Wealth Strategies Group
Colorado
$40K – – –
HWMA
440
Heritage Wealth Management (Arizona)
Arizona
$39K – – –
PFBT
441
Parkside Financial Bank & Trust
Missouri
$36K -$1.62K -6 -4%
IA
442
IFP Advisors
Florida
$36K +$2.16K +8 +4%
SOW
443
State of Wyoming
Wyoming
$33K -$11.4K -42 -25%
S
444
SignatureFD
Georgia
$31K -$6.49K -24 -17%
MUMSS
445
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K – – –
EWA
446
EverSource Wealth Advisors
Alabama
$30K -$37.9K -140 -55%
CT
447
Cambridge Trust
Massachusetts
$27K – – –
FCA
448
FinTrust Capital Advisors
South Carolina
$26K +$18.1K +67 +248%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$26K +$27.1K +100 New
LFG
450
Larson Financial Group
Missouri
$24K +$271 +1 +1%
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