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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.26K +8 +400%
BIA
502
Bell Investment Advisors
California
$3K +$2.83K +10 New
SFG
503
Steward Financial Group
Texas
$3K +$3.67K +13 New
AF
504
Advisornet Financial
Minnesota
$2K -$565 -2 -22%
CAL
505
Capital Analysts LLC
Pennsylvania
$2K
DI
506
Disciplined Investments
Oklahoma
$2K
HS
507
Horan Securities
United States
$2K
JWM
508
Janiczek Wealth Management
Colorado
$2K
JFA
509
JNBA Financial Advisors
Minnesota
$2K
SPIA
510
Steward Partners Investment Advisory
New York
$2K
MCM
511
Manchester Capital Management
Vermont
$2K +$1.41K +5 +500%
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$2K +$1.7K +6 New
WWP
513
WR Wealth Planners
Missouri
$1.4K
GRP
514
Global Retirement Partners
California
$1K -$1.7K -6 -75%
BWA
515
BDO Wealth Advisors
Florida
$1K
CWC
516
Carolinas Wealth Consulting
North Carolina
$1K
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$1K
C
518
Covestor
United Kingdom
$1K
FBT
519
First Bank & Trust
South Dakota
$1K
IRC
520
Investors Research Corp
Georgia
$1K
PWMG
521
Prestige Wealth Management Group
New Jersey
$1K
SC
522
Siena Capital
Ohio
$1K
AAP
523
Arax Advisory Partners
Colorado
$1K +$565 +2 New
TCWM
524
Total Clarity Wealth Management
Illinois
$1K +$565 +2 New
SBL
525
Sargent Bickham Lagudis
Colorado
$1K +$848 +3 New