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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Larson Financial Group
Missouri
$27K +$287 +1 +1%
SWM
452
Spire Wealth Management
Virginia
$26K -$13.2K -46 -35%
FHA
453
First Horizon Advisors
Tennessee
$20K -$83.6K -291 -82%
PSB
454
Piscataqua Savings Bank
New Hampshire
$20K – – –
KFP
455
KB Financial Partners
New Jersey
$19K -$287 -1 -2%
AP
456
Atwood & Palmer
Missouri
$18K – – –
M1FG
457
Mach-1 Financial Group
Arkansas
$17K +$14.1K +49 +490%
CCM
458
Covington Capital Management
California
$17K +$16.1K +56 +5,600%
RWM
459
Raffa Wealth Management
District of Columbia
$16.3K – – –
DB
460
Dravo Bay
Delaware
$15.1K +$14.4K +50 New
AF
461
Allworth Financial
California
$15K +$287 +1 +2%
TWA
462
TCI Wealth Advisors
Arizona
$11K – – –
EW
463
Evoke Wealth
California
$11K +$3.16K +11 +46%
CWP
464
Concord Wealth Partners
Virginia
$10K +$2.87K +10 +45%
CFO
465
CVA Family Office
Colorado
$9K +$1.44K +5 +20%
FPS
466
Fieldpoint Private Securities
Connecticut
$8K -$5.46K -19 -43%
EWA
467
EverSource Wealth Advisors
Alabama
$8K +$2.58K +9 +47%
AssetMark Inc
468
AssetMark Inc
California
$8K +$8.04K +28 New
FRA
469
Front Row Advisors
California
$7K – – –
MCM
470
MV Capital Management
Maryland
$7K – – –
PB
471
Pinnacle Bancorp
Nebraska
$7K – – –
JWA
472
JFS Wealth Advisors
Pennsylvania
$7K +$4.02K +14 +175%
Creative Planning
473
Creative Planning
Kansas
$7K +$6.32K +22 New
NIC
474
Northwest Investment Counselors
Oregon
$7K +$6.32K +22 New
CWM
475
Cranbrook Wealth Management
Michigan
$6K – – –