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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
501
KB Financial Partners
New Jersey
$17K -$10.3K -33 -39%
GIA
502
GHP Investment Advisors
Colorado
$13.6K – – –
AWM
503
Accurate Wealth Management
Florida
$13.3K +$11.5K +37 New
SSG
504
Summit Securities Group
New York
$13K +$12.2K +39 New
AF
505
Advisornet Financial
Minnesota
$12.3K +$2.8K +9 +32%
CCC
506
Chelsea Counsel Company
California
$11.6K +$10.9K +35 New
PFA
507
Pathway Financial Advisers
Indiana
$11.6K +$10.9K +35 New
RFG
508
RFP Financial Group
Georgia
$10.3K +$9.66K +31 New
PTC
509
Private Trust Company
Ohio
$10K – – –
CFO
510
CVA Family Office
Colorado
$9.94K +$1.56K +5 +20%
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$8.94K – – –
SCA
512
Stonebridge Capital Advisors
Minnesota
$8.94K – – –
TWC
513
TD Waterhouse Canada
Ontario, Canada
$8.34K +$7.79K +25 New
PB
514
Pinnacle Bancorp
Nebraska
$8K – – –
HI
515
Harbour Investments
Wisconsin
$7.95K +$7.48K +24 New
SC
516
Schubert & Co
Texas
$7.29K -$623 -2 -8%
JWA
517
JFS Wealth Advisors
Pennsylvania
$7.29K +$623 +2 +10%
FRA
518
Front Row Advisors
California
$7K -$3.74K -12 -38%
MCM
519
MV Capital Management
Maryland
$6.96K -$312 -1 -5%
GWS
520
Glassman Wealth Services
Virginia
$6.96K – – –
CWM
521
Cranbrook Wealth Management
Michigan
$6.63K – – –
HCM
522
Hollencrest Capital Management
California
$6.63K +$6.23K +20 New
DFCM
523
Dark Forest Capital Management
Puerto Rico
$6.29K +$5.92K +19 New
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
BAAM
525
Baker Avenue Asset Management
California
$4.31K +$4.05K +13 New
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