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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
526
R Squared
Hong Kong
$207K +$202K +611 New
EW
527
Evoke Wealth
California
$205K -$277K -840 -58%
LIP
528
Lighthouse Investment Partners
Florida
$204K -$13.8M -41,637 -99%
EP
529
Essential Partners
California
$202K -$489K -1,481 -71%
EFS
530
Essex Financial Services
Connecticut
$202K -$85.5K -259 -30%
ST
531
Somerset Trust
Pennsylvania
$202K -$2.64K -8 -1%
GI
532
GAMMA Investing
California
$198K +$8.26K +25 +4%
CT
533
Colonial Trust
South Carolina
$186K -$138K -417 -43%
GRP
534
Global Retirement Partners
California
$180K +$148K +449 +561%
WB
535
Webster Bank
Connecticut
$170K – – –
IA
536
IFP Advisors
Florida
$170K +$69K +209 +72%
PA
537
Parallel Advisors
California
$153K -$118K -357 -44%
CF
538
Centaurus Financial
California
$149K -$7.6K -23 -5%
FHA
539
Flagship Harbor Advisors
Massachusetts
$144K -$125K -377 -47%
SPIA
540
Steward Partners Investment Advisory
New York
$139K +$3.63K +11 +3%
AA
541
Ancora Advisors
Ohio
$129K +$17.8K +54 +17%
AIP
542
Ameritas Investment Partners
Nebraska
$128K -$8.26K -25 -6%
BC
543
Bayforest Capital
United Kingdom
$126K -$155K -470 -56%
OAM
544
Ostrum Asset Management
France
$111K -$36K -109 -25%
VCM
545
Versant Capital Management
Arizona
$108K -$3.96K -12 -4%
RF
546
Rossby Financial
Florida
$102K -$131K -396 -57%
GBT
547
Grove Bank & Trust
Florida
$98.1K -$4.29K -13 -4%
CTC
548
Central Trust Company
Missouri
$96K +$330 +1 +0.4%
PTC
549
Private Trust Company
Ohio
$86.5K -$1.98K -6 -2%
ADL
550
Asset Dedication LLC
California
$84.8K – – –
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