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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
526
Asset Dedication LLC
California
$81.7K – – –
PTC
527
Private Trust Company
Ohio
$80.4K -$2.96K -9 -4%
TFA
528
Transamerica Financial Advisors
Florida
$74.4K -$1.65K -5 -2%
UB
529
UMB Bank
Missouri
$66K +$17.1K +52 +35%
FFC
530
First Financial Corp
Indiana
$65.4K – – –
EP
531
Essential Partners
California
$64.1K -$132K -400 -67%
CTC
532
Central Trust Company
Missouri
$62.4K -$30.3K -92 -33%
C
533
Covestor
United Kingdom
$59K -$15.5K -47 -21%
RFP
534
Root Financial Partners
California
$53.9K +$22.4K +68 +70%
TWM
535
TopTier Wealth Management
Wisconsin
$52.3K +$52.7K +160 New
IA
536
IFP Advisors
Florida
$47.7K -$117K -354 -71%
BGAI
537
Bruce G. Allen Investments
Colorado
$47.1K – – –
CT
538
Colonial Trust
South Carolina
$41.5K -$139K -421 -77%
WSFS
539
Wilmington Savings Fund Society
Delaware
$37.6K – – –
OL
540
OneFund LLC
Florida
$37.3K -$2.96K -9 -7%
QL
541
Quarry LP
New York
$36.3K +$36.5K +111 New
MA
542
Montag & Associates
Georgia
$36K – – –
TWD
543
True Wealth Design
Ohio
$35.3K -$15.8K -48 -31%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$34K -$3.29K -10 -9%
TIM
545
Thompson Investment Management
Wisconsin
$34K – – –
CA
546
Clearstead Advisors
Ohio
$33K -$337K -1,025 -91%
AAP
547
Arax Advisory Partners
Colorado
$32.6K +$19.1K +58 +149%
AWM
548
Activest Wealth Management
Florida
$32.4K – – –
WA
549
WPG Advisers
Maryland
$31.4K -$3.95K -12 -11%
SS
550
Sunbelt Securities
Texas
$30.1K – – –
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