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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
EP
551
Essential Partners
California
$46.4K -$22.6K -66 -34%
IA
552
IFP Advisors
Florida
$45.4K -$6.51K -19 -13%
CT
553
Colonial Trust
South Carolina
$45.4K
WSFS
554
Wilmington Savings Fund Society
Delaware
$41.1K
FA
555
Fedenia Advisers
Wisconsin
$39.7K +$38K +111 New
MA
556
Montag & Associates
Georgia
$39.3K
OL
557
OneFund LLC
Florida
$38.2K -$2.74K -8 -7%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$38.2K +$5.14K +15 +16%
TIM
559
Thompson Investment Management
Wisconsin
$37.2K
WA
560
WPG Advisers
Maryland
$36.8K +$2.4K +7 +7%
GSWM
561
Golden State Wealth Management
California
$36.8K +$35.3K +103 New
HI
562
Horizon Investments
North Carolina
$36.3K +$51.4K +150 +13%
AWM
563
Activest Wealth Management
Florida
$35.7K +$342 +1 +1%
CA
564
Continuum Advisory
Idaho
$34.3K -$5.93M -17,310 -99%
CH
565
Cromwell Holdings
Wyoming
$33.6K +$1.71K +5 +6%
LFG
566
Larson Financial Group
Missouri
$33.6K +$18.1K +53 +129%
CTC
567
Central Trust Company
Missouri
$32.5K -$34.2K -100 -52%
EB
568
Eastern Bank
Massachusetts
$32.2K
TFGT
569
TS Financial Group (TSFG)
Illinois
$32K
DIP
570
DT Investment Partners
Pennsylvania
$29.3K
CFO
571
CVA Family Office
Colorado
$28.9K +$1.71K +5 +7%
TCA
572
Trifecta Capital Advisors
Illinois
$28.6K
CAM
573
Chesapeake Asset Management
New York
$27.1K
CPG
574
Cornerstone Planning Group
New Jersey
$26.4K +$342 +1 +1%
Vanguard National Trust
575
Vanguard National Trust
Pennsylvania
$23.9K -$5.82K -17 -20%