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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
451
Advisory Services Network
Georgia
$110K -$168K -539 -62%
HWMA
452
Heritage Wealth Management (Arizona)
Arizona
$99.4K +$46.7K +150 +100%
Acadian Asset Management
453
Acadian Asset Management
Massachusetts
$96K +$91.3K +293 New
SIM
454
Sentry Investment Management
Wisconsin
$85K
WTC
455
WhitTier Trust Company
Nevada
$84.5K
ADL
456
Asset Dedication LLC
California
$83K
VCM
457
Versant Capital Management
Arizona
$79.8K
CT
458
Colonial Trust
South Carolina
$78.2K +$73.5K +236 New
PA
459
Parallel Advisors
California
$76.5K -$24.9K -80 -26%
EWA
460
EverSource Wealth Advisors
Alabama
$76.2K +$36.1K +116 +102%
C
461
Covestor
United Kingdom
$71K -$75.7K -243 -53%
IWP
462
IAG Wealth Partners
Wisconsin
$69K +$312 +1 +0.5%
FFC
463
First Financial Corp
Indiana
$66.3K
IFAM
464
Institutional & Family Asset Management
Colorado
$60K -$12.5K -40 -18%
QCG
465
Quadrant Capital Group
Ohio
$60K +$312 +1 +0.6%
CS
466
Comerica Securities
Michigan
$52.7K +$49.5K +159 New
FFA
467
Farther Finance Advisors
California
$52K +$48.9K +157 New
HFM
468
Harvest Fund Management
China
$50K +$47.4K +152 New
CFB
469
Cullen/Frost Bankers
Texas
$49.7K -$623 -2 -1%
S
470
SignatureFD
Georgia
$47.7K +$8.41K +27 +23%
OWA
471
One Wealth Advisors
California
$47K +$44.2K +142 New
PFBT
472
Parkside Financial Bank & Trust
Missouri
$44.4K -$623 -2 -1%
KFI
473
Key Financial Inc
Pennsylvania
$41.7K
IA
474
IFP Advisors
Florida
$40K +$9.35K +30 +14%
BAM
475
Belpointe Asset Management
Nevada
$39.3K +$37.1K +119 New