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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
476
Glassman Wealth Services
Virginia
$6K
PMFA
477
Plante Moran Financial Advisors
Michigan
$5K
PCG
478
Private Capital Group
Connecticut
$5K
HR
479
Howe & Rusling
New York
$5K +$575 +2 +15%
SSG
480
Summit Securities Group
New York
$5K +$4.6K +16 New
AW
481
Alaethes Wealth
Nevada
$4K
BWM
482
BerganKDV Wealth Management
Minnesota
$4K
T
483
TCWP
Ohio
$4K +$4.31K +15 New
HS
484
Horan Securities
United States
$3K
NFSG
485
Newbridge Financial Services Group
Florida
$3K
AF
486
Advisornet Financial
Minnesota
$3K +$575 +2 +29%
GIA
487
GHP Investment Advisors
Colorado
$3K +$2.87K +10 New
CI
488
Cordant Inc
Oregon
$3K +$3.16K +11 New
CAL
489
Capital Analysts LLC
Pennsylvania
$2K
JWM
490
Janiczek Wealth Management
Colorado
$2K
JFA
491
JNBA Financial Advisors
Minnesota
$2K
LC
492
Lindbrook Capital
California
$2K
SPIA
493
Steward Partners Investment Advisory
New York
$2K
TFO
494
Tarbox Family Office
California
$2K
SC
495
Schubert & Co
Texas
$2K +$287 +1 +20%
DI
496
Disciplined Investments
Oklahoma
$2K +$2.01K +7 New
GRP
497
Global Retirement Partners
California
$2K +$2.3K +8 New
WWP
498
WR Wealth Planners
Missouri
$1.51K +$1.44K +5 New
BWA
499
BDO Wealth Advisors
Florida
$1K
CWC
500
Carolinas Wealth Consulting
North Carolina
$1K