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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
G
501
GenTrust
Florida
$201K -$84.9K -258 -30%
PCS
502
Personal CFO Solutions
New Jersey
$201K -$1.65K -5 -0.8%
William Blair & Company
503
William Blair & Company
Illinois
$200K -$53K -161 -21%
QC
504
Quent Capital
New York
$199K -$35.9K -109 -15%
AF
505
Allworth Financial
California
$190K -$41.8K -127 -18%
Jones Financial Companies
506
Jones Financial Companies
Missouri
$187K -$93.8K -285 -33%
CI
507
CX Institutional
Indiana
$183K -$30.6K -93 -14%
Walleye Capital
508
Walleye Capital
New York
$182K -$75.4K -229 -29%
BTI
509
Blue Trust Inc
Georgia
$180K -$74.7K -227 -29%
WB
510
Webster Bank
Connecticut
$163K
VCM
511
Versant Capital Management
Arizona
$154K +$50.4K +153 +48%
EWA
512
EverSource Wealth Advisors
Alabama
$144K -$205K -623 -59%
CF
513
Centaurus Financial
California
$142K -$1.98K -6 -1%
SPIA
514
Steward Partners Investment Advisory
New York
$141K +$7.24K +22 +5%
BCV
515
Banque Cantonale Vaudoise
Switzerland
$141K +$142K +430 New
AA
516
Ancora Advisors
Ohio
$128K +$3.95K +12 +3%
MG
517
Mather Group
Illinois
$127K +$128K +390 New
ASN
518
Advisory Services Network
Georgia
$127K +$127K +387 New
AIP
519
Ameritas Investment Partners
Nebraska
$123K
NA
520
NewEdge Advisors
Louisiana
$121K -$319K -968 -72%
RF
521
Rossby Financial
Florida
$119K +$21.7K +66 +22%
S
522
SignatureFD
Georgia
$110K +$43.4K +132 +64%
GBT
523
Grove Bank & Trust
Florida
$94.1K -$329 -1 -0.3%
SIC
524
SJS Investment Consulting
Ohio
$82.4K +$38.2K +116 +85%
HFS
525
Hantz Financial Services
Michigan
$82K +$33.9K +103 +70%