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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
526
First Horizon Advisors
Tennessee
$15.8K -$3.59K -10 -19%
GIA
527
GHP Investment Advisors
Colorado
$14.7K – – –
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$14K +$8.98K +25 +179%
AF
529
Advisornet Financial
Minnesota
$13.6K +$359 +1 +3%
CCC
530
Chelsea Counsel Company
California
$12.5K – – –
PFA
531
Pathway Financial Advisers
Indiana
$12.5K – – –
PTC
532
Private Trust Company
Ohio
$11.1K – – –
RFG
533
RFP Financial Group
Georgia
$11.1K – – –
CFO
534
CVA Family Office
Colorado
$10.7K – – –
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$10.7K +$1.08K +3 +11%
WWP
536
WR Wealth Planners
Missouri
$10.4K +$8.63K +24 +480%
KFP
537
KB Financial Partners
New Jersey
$10K -$8.27K -23 -44%
SCA
538
Stonebridge Capital Advisors
Minnesota
$9.67K – – –
JWA
539
JFS Wealth Advisors
Pennsylvania
$8.95K +$1.08K +3 +14%
HI
540
Harbour Investments
Wisconsin
$8.59K – – –
MCM
541
MV Capital Management
Maryland
$8.23K +$719 +2 +10%
PB
542
Pinnacle Bancorp
Nebraska
$8.23K – – –
SFG
543
Steward Financial Group
Texas
$8K +$4.67K +13 +130%
SC
544
Schubert & Co
Texas
$7.88K – – –
AAS
545
Ameritas Advisory Services
Nebraska
$7.77K +$7.91K +22 New
TWC
546
TD Waterhouse Canada
Ontario, Canada
$7.6K -$1.44K -4 -16%
GWS
547
Glassman Wealth Services
Virginia
$7.52K – – –
CWM
548
Cranbrook Wealth Management
Michigan
$7.16K – – –
HCM
549
Hollencrest Capital Management
California
$7.16K – – –
SIC
550
SJS Investment Consulting
Ohio
$3.94K +$359 +1 +10%