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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Allworth Financial
California
$15K +$565 +2 +4%
EW
477
Evoke Wealth
California
$10K -$283 -1 -3%
TWA
478
TCI Wealth Advisors
Arizona
$10K
CWP
479
Concord Wealth Partners
Virginia
$10K +$848 +3 +9%
FRA
480
Front Row Advisors
California
$9K +$2.26K +8 +33%
BTI
481
Blue Trust Inc
Georgia
$9K +$7.92K +28 New
PTC
482
Private Trust Company
Ohio
$9K +$8.76K +31 New
CFO
483
CVA Family Office
Colorado
$8K
GIA
484
GHP Investment Advisors
Colorado
$7K +$3.96K +14 +140%
FCA
485
FinTrust Capital Advisors
South Carolina
$7K +$7.63K +27 New
MCM
486
MV Capital Management
Maryland
$6K -$565 -2 -9%
CWM
487
Cranbrook Wealth Management
Michigan
$6K
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$6K
JWA
489
JFS Wealth Advisors
Pennsylvania
$6K
PB
490
Pinnacle Bancorp
Nebraska
$6K
GWS
491
Glassman Wealth Services
Virginia
$6K +$283 +1 +5%
SC
492
Schubert & Co
Texas
$6K +$3.96K +14 +233%
BWM
493
BerganKDV Wealth Management
Minnesota
$4K
PMFA
494
Plante Moran Financial Advisors
Michigan
$4K
PCG
495
Private Capital Group
Connecticut
$4K
FPS
496
Fieldpoint Private Securities
Connecticut
$3K -$3.67K -13 -52%
HR
497
Howe & Rusling
New York
$3K -$848 -3 -20%
NFSG
498
Newbridge Financial Services Group
Florida
$3K
LC
499
Lindbrook Capital
California
$3K +$848 +3 +50%
GKIM
500
GW&K Investment Management
Massachusetts
$3K +$2.26K +8 +267%