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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$3.64K
BIA
527
Bell Investment Advisors
California
$3.31K +$1.25K +4 +67%
SIC
528
SJS Investment Consulting
Ohio
$3.31K +$1.25K +4 +67%
PFPT
529
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.31K +$3.12K +10 New
NFSG
530
Newbridge Financial Services Group
Florida
$3K
SFG
531
Steward Financial Group
Texas
$3K +$3.12K +10 New
HS
532
Horan Securities
United States
$2.98K
SPIA
533
Steward Partners Investment Advisory
New York
$2.65K
DI
534
Disciplined Investments
Oklahoma
$2.32K -$312 -1 -13%
TWP
535
TFO Wealth Partners
Ohio
$2.2K +$4.36K +14 New
JWM
536
Janiczek Wealth Management
Colorado
$2.1K
ANBT
537
American National Bank & Trust
Texas
$2K
CAL
538
Capital Analysts LLC
Pennsylvania
$2K
FMP
539
Financial Management Professionals
Texas
$2K +$2.18K +7 New
JFA
540
JNBA Financial Advisors
Minnesota
$1.99K
WWP
541
WR Wealth Planners
Missouri
$1.66K
MCM
542
Manchester Capital Management
Vermont
$1.32K
PWMG
543
Prestige Wealth Management Group
New Jersey
$1.32K
WT
544
Washington Trust
Rhode Island
$1.32K +$1.25K +4 New
CI Investments Inc
545
CI Investments Inc
Ontario, Canada
$1K
CWC
546
Carolinas Wealth Consulting
North Carolina
$994
GRP
547
Global Retirement Partners
California
$994
IRC
548
Investors Research Corp
Georgia
$994
PI
549
PEAK6 Investments
Illinois
$765 -$1.94M -6,212 -100%
BWM
550
BerganKDV Wealth Management
Minnesota
$763 -$1.56K -5 -71%