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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
526
Centaurus Financial
California
$154K -$685 -2 -0.5%
S
527
SignatureFD
Georgia
$154K +$31.8K +93 +28%
RIL
528
Rothschild Investment LLC
Illinois
$153K -$106K -309 -42%
MG
529
Mather Group
Illinois
$151K +$11.6K +34 +9%
EWA
530
EverSource Wealth Advisors
Alabama
$133K -$24K -70 -16%
RF
531
Rossby Financial
Florida
$131K -$685 -2 -0.5%
BTI
532
Blue Trust Inc
Georgia
$128K -$65.7K -192 -35%
AIP
533
Ameritas Investment Partners
Nebraska
$125K -$8.9K -26 -7%
AA
534
Ancora Advisors
Ohio
$116K -$22.6K -66 -17%
GBT
535
Grove Bank & Trust
Florida
$100K -$2.4K -7 -2%
PTC
536
Private Trust Company
Ohio
$95.7K +$7.53K +22 +9%
SIC
537
SJS Investment Consulting
Ohio
$92.2K +$2.05K +6 +2%
ADL
538
Asset Dedication LLC
California
$89.3K – – –
TFA
539
Transamerica Financial Advisors
Florida
$80.5K -$685 -2 -0.9%
C
540
Covestor
United Kingdom
$78K +$13.4K +39 +22%
ERSOT
541
Employees Retirement System of Texas
Texas
$77K +$73.6K +215 New
UFF
542
USA Financial Formulas
Michigan
$75.7K +$72.6K +212 New
FFC
543
First Financial Corp
Indiana
$71.4K – – –
BC
544
Bayforest Capital
United Kingdom
$67.5K +$64.7K +189 New
TWD
545
True Wealth Design
Ohio
$66.8K +$27.1K +79 +73%
UB
546
UMB Bank
Missouri
$64.3K -$7.53K -22 -11%
IFWM
547
Institute for Wealth Management
Colorado
$59.8K +$57.5K +168 New
CIS
548
Custom Index Systems
New York
$58.9K +$56.5K +165 New
BGAI
549
Bruce G. Allen Investments
Colorado
$55K +$3.42K +10 +7%
W
550
WealthCollab
Washington
$54.7K +$36K +105 +219%
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