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Everest Group

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