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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Cambridge Trust
Massachusetts
$33.5K – – –
DIP
527
DT Investment Partners
Pennsylvania
$30.5K – – –
HWA
528
Heritage Wealth Advisors
Virginia
$29.7K – – –
TCA
529
Trifecta Capital Advisors
Illinois
$29.7K – – –
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$28.6K +$1.81K +5 +7%
C
531
Covestor
United Kingdom
$27K +$16K +44 +157%
AF
532
Allworth Financial
California
$25.3K -$363 -1 -1%
PTC
533
Private Trust Company
Ohio
$24.5K +$13.1K +36 +120%
MFT
534
Moisand Fitzgerald Tamayo
Florida
$23.8K – – –
LC
535
Lindbrook Capital
California
$23.8K +$363 +1 +2%
IG
536
ING Group
Netherlands
$23.8K +$23.2K +64 New
CT
537
Caldwell Trust
Florida
$23K – – –
ZB
538
Zions Bancorporation
Utah
$23K – – –
PSB
539
Piscataqua Savings Bank
New Hampshire
$20.8K – – –
RTC
540
Riverview Trust Company
Washington
$20.4K – – –
BTI
541
Blue Trust Inc
Georgia
$19K -$726 -2 -3%
TPCW
542
TD Private Client Wealth
New York
$17.8K -$363 -1 -2%
GIA
543
GHP Investment Advisors
Colorado
$16.3K – – –
HI
544
Harbour Investments
Wisconsin
$15.6K +$6.53K +18 +75%
BC
545
Barrett & Company
Rhode Island
$14.9K +$14.5K +40 New
TFA
546
Toth Financial Advisory
Virginia
$14.9K +$14.5K +40 New
GRP
547
Global Retirement Partners
California
$13.1K +$11.3K +31 +1,033%
CCC
548
Chelsea Counsel Company
California
$13K – – –
PFA
549
Pathway Financial Advisers
Indiana
$13K +$12.7K +35 New
HWP
550
Hibernia Wealth Partners
Louisiana
$12.3K +$12K +33 New
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