We are live on ! Find out more
EG icon

Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
526
EntryPoint Capital
New York
$75.4K +$22.3K +59 +42%
SIM
527
Sentry Investment Management
Wisconsin
$72K -$14.4K -38 -17%
GRP
528
Global Retirement Partners
California
$71.6K +$4.54K +12 +7%
BTI
529
Blue Trust Inc
Georgia
$64.4K +$29.5K +78 +93%
KFI
530
Key Financial Inc
Pennsylvania
$60.6K – – –
PCM
531
Penserra Capital Management
California
$59K +$1.13K +3 +2%
WTC
532
WhitTier Trust Company
Nevada
$58.3K – – –
SOW
533
State of Wyoming
Wyoming
$56.8K -$220K -581 -80%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$51.4K – – –
HCM
535
Hollencrest Capital Management
California
$51.4K – – –
TFA
536
Toth Financial Advisory
Virginia
$49.5K – – –
GWSG
537
GPS Wealth Strategies Group
Colorado
$49.2K – – –
HFM
538
Harvest Fund Management
China
$49K – – –
LC
539
Lindbrook Capital
California
$45.3K +$18.1K +48 +68%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$43.8K +$11.7K +31 +37%
MA
541
Montag & Associates
Georgia
$41.9K – – –
JWM
542
Janiczek Wealth Management
Colorado
$41.9K +$12.9K +34 +45%
TIM
543
Thompson Investment Management
Wisconsin
$39.6K – – –
OSNBOA
544
Old Second National Bank of Aurora
Illinois
$39.2K +$38.9K +103 New
BFEC
545
Benjamin F. Edwards & Company
Missouri
$38K – – –
FCA
546
FinTrust Capital Advisors
South Carolina
$35.8K – – –
DIP
547
DT Investment Partners
Pennsylvania
$34.7K +$3.4K +9 +11%
PTC
548
Private Trust Company
Ohio
$33.1K -$756 -2 -2%
CA
549
Clearstead Advisors
Ohio
$33.1K – – –
VWM
550
Venturi Wealth Management
Texas
$32.8K +$28K +74 +617%
20 21
22
23 24