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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$3.94K – – –
BIA
552
Bell Investment Advisors
California
$3.58K – – –
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.58K – – –
NFSG
554
Newbridge Financial Services Group
Florida
$3.26K – – –
HS
555
Horan Securities
United States
$3.22K – – –
FRA
556
Front Row Advisors
California
$3K -$4.31K -12 -60%
SPIA
557
Steward Partners Investment Advisory
New York
$2.86K – – –
JFA
558
JNBA Financial Advisors
Minnesota
$2.15K – – –
DI
559
Disciplined Investments
Oklahoma
$2.15K -$359 -1 -14%
WT
560
Washington Trust
Rhode Island
$2.15K +$719 +2 +50%
CAL
561
Capital Analysts LLC
Pennsylvania
$2K – – –
SSC
562
Syverson Strege & Co
Iowa
$1.79K +$1.8K +5 New
JWM
563
Janiczek Wealth Management
Colorado
$1.44K -$719 -2 -33%
MCM
564
Manchester Capital Management
Vermont
$1.43K – – –
PWMG
565
Prestige Wealth Management Group
New Jersey
$1.43K – – –
VWM
566
Venturi Wealth Management
Texas
$1.43K +$1.44K +4 New
CAC
567
Core Alternative Capital
Georgia
$1.43K +$1.44K +4 New
PI
568
PEAK6 Investments
Illinois
$1.15K +$359 +1 +50%
GRP
569
Global Retirement Partners
California
$1.13K – – –
CWC
570
Carolinas Wealth Consulting
North Carolina
$1.07K – – –
IRC
571
Investors Research Corp
Georgia
$1.07K – – –
SIA
572
SkyView Investment Advisors
New Jersey
$1K +$1.08K +3 New
BAM
573
Baldrige Asset Management
Pennsylvania
$1K +$1.44K +4 New
BWM
574
BerganKDV Wealth Management
Minnesota
$825 – – –
BWA
575
BDO Wealth Advisors
Florida
$717 – – –
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