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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Advisors Asset Management
Colorado
$237K -$154K -436 -40%
TYCC
502
Texas Yale Capital Corp
Florida
$236K
SCM
503
SCS Capital Management
Massachusetts
$236K +$229K +649 New
Lido Advisors
504
Lido Advisors
California
$231K +$1.77K +5 +0.8%
SFS
505
Sowell Financial Services
Arkansas
$231K +$224K +635 New
ST
506
Smithfield Trust
Pennsylvania
$229K
HI
507
Horizon Investments
North Carolina
$227K +$8.84K +25 +4%
HBS
508
Howard Bailey Securities
Indiana
$226K -$54.4K -154 -20%
SW
509
Simplicity Wealth
New Jersey
$226K +$219K +621 New
C
510
Covestor
United Kingdom
$224K +$353 +1 +0.2%
BFG
511
Berger Financial Group
Minnesota
$224K -$4.33M -12,265 -95%
QC
512
Quent Capital
New York
$219K -$2.83K -8 -1%
NIM
513
NEOS Investment Management
Connecticut
$218K
LA
514
Legacy Advisors
Pennsylvania
$218K +$11K +31 +5%
PCIA
515
Prime Capital Investment Advisors
Kansas
$217K +$211K +598 New
RF
516
Rossby Financial
Florida
$217K +$217K +614 New
PCMC
517
Paragon Capital Management (Colorado)
Colorado
$214K -$39.2K -111 -16%
PAG
518
Private Advisor Group
New Jersey
$214K +$208K +588 New
PA
519
Profund Advisors
Maryland
$214K -$5.3K -15 -2%
BBA
520
Baader Bank Aktiengesellschaft
Germany
$213K +$13.1K +37 +7%
AOWM
521
Alpha Omega Wealth Management
Virginia
$212K -$9.89K -28 -5%
NW
522
NewEdge Wealth
Pennsylvania
$210K +$204K +578 New
AG
523
Ascent Group
Virginia
$209K -$6.71K -19 -3%
DWM
524
Dynasty Wealth Management
Florida
$205K +$199K +564 New
CF
525
Centaurus Financial
California
$202K +$5.65K +16 +3%