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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
501
Main Street Financial Solutions
Pennsylvania
$243K +$5.3K +15 +2%
AAM
502
Advisors Asset Management
Colorado
$237K -$154K -436 -40%
TYCC
503
Texas Yale Capital Corp
Florida
$236K – – –
SCM
504
SCS Capital Management
Massachusetts
$236K +$229K +649 New
Lido Advisors
505
Lido Advisors
California
$231K +$1.77K +5 +0.8%
SFS
506
Sowell Financial Services
Arkansas
$231K +$224K +635 New
ST
507
Smithfield Trust
Pennsylvania
$229K – – –
HI
508
Horizon Investments
North Carolina
$227K +$8.84K +25 +4%
HBS
509
Howard Bailey Securities
Indiana
$226K -$54.4K -154 -20%
SW
510
Simplicity Wealth
New Jersey
$226K +$219K +621 New
C
511
Covestor
United Kingdom
$224K +$353 +1 +0.2%
BFG
512
Berger Financial Group
Minnesota
$224K -$4.33M -12,265 -95%
QC
513
Quent Capital
New York
$219K -$2.83K -8 -1%
NIM
514
NEOS Investment Management
Connecticut
$218K – – –
LA
515
Legacy Advisors
Pennsylvania
$218K +$11K +31 +5%
PCIA
516
Prime Capital Investment Advisors
Kansas
$217K +$211K +598 New
RF
517
Rossby Financial
Florida
$217K +$217K +614 New
PCMC
518
Paragon Capital Management (Colorado)
Colorado
$214K -$39.2K -111 -16%
PAG
519
Private Advisor Group
New Jersey
$214K +$208K +588 New
PA
520
Profund Advisors
Maryland
$214K -$5.3K -15 -2%
BBA
521
Baader Bank Aktiengesellschaft
Germany
$213K +$13.1K +37 +7%
AOWM
522
Alpha Omega Wealth Management
Virginia
$212K -$9.89K -28 -5%
NW
523
NewEdge Wealth
Pennsylvania
$210K +$204K +578 New
AG
524
Ascent Group
Virginia
$209K -$6.71K -19 -3%
DWM
525
Dynasty Wealth Management
Florida
$205K +$199K +564 New