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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$16.8K -$179K -495 -91%
TAIM
527
TD Ameritrade Investment Management
Nebraska
$16K -$3.97K -11 -19%
GIA
528
GHP Investment Advisors
Colorado
$14.6K – – –
BAAM
529
Baker Avenue Asset Management
California
$13.3K +$14.1K +39 New
CCC
530
Chelsea Counsel Company
California
$12K – – –
FHA
531
First Horizon Advisors
Tennessee
$11.6K -$3.61K -10 -23%
RFG
532
RFP Financial Group
Georgia
$10.6K – – –
PTC
533
Private Trust Company
Ohio
$10.3K -$361 -1 -3%
CFO
534
CVA Family Office
Colorado
$10.3K – – –
C
535
Covestor
United Kingdom
$10K -$82.7K -229 -89%
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$9.23K -$1.08K -3 -10%
MCM
537
MV Capital Management
Maryland
$8.89K +$1.08K +3 +13%
JWA
538
JFS Wealth Advisors
Pennsylvania
$8.55K – – –
HI
539
Harbour Investments
Wisconsin
$8.21K – – –
PB
540
Pinnacle Bancorp
Nebraska
$7.86K – – –
CWM
541
Cranbrook Wealth Management
Michigan
$6.84K – – –
HCM
542
Hollencrest Capital Management
California
$6.84K – – –
IA
543
IFP Advisors
Florida
$6.15K +$5.78K +16 +800%
GKIM
544
GW&K Investment Management
Massachusetts
$6K +$6.5K +18 New
WWP
545
WR Wealth Planners
Missouri
$5.81K -$4.33K -12 -41%
SIS
546
Sound Income Strategies
Florida
$5.81K +$6.14K +17 New
TWC
547
TD Waterhouse Canada
Ontario, Canada
$5.8K -$1.45K -4 -19%
PPC
548
Park Place Capital
Alabama
$5.42K -$9.75K -27 -57%
HFM
549
Harvest Fund Management
China
$5K -$152K -422 -97%
IBOK
550
Independence Bank of Kentucky
Kentucky
$4.1K +$4.33K +12 New
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