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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
SJS Investment Consulting
Ohio
$3.42K -$361 -1 -9%
BIA
552
Bell Investment Advisors
California
$3.42K
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.42K
AF
554
Advisornet Financial
Minnesota
$3.08K -$10.5K -29 -76%
HS
555
Horan Securities
United States
$3.08K
FMP
556
Financial Management Professionals
Texas
$3K -$28.9K -80 -90%
SIA
557
SkyView Investment Advisors
New Jersey
$3K +$1.81K +5 +167%
SPIA
558
Steward Partners Investment Advisory
New York
$2.73K
SCA
559
Stonebridge Capital Advisors
Minnesota
$2.39K -$7.22K -20 -74%
DI
560
Disciplined Investments
Oklahoma
$2.39K +$361 +1 +17%
JFA
561
JNBA Financial Advisors
Minnesota
$2.05K
MCM
562
Manchester Capital Management
Vermont
$2.05K +$722 +2 +50%
CAL
563
Capital Analysts LLC
Pennsylvania
$2K
WT
564
Washington Trust
Rhode Island
$1.71K -$361 -1 -17%
JWM
565
Janiczek Wealth Management
Colorado
$1.37K
IPW
566
Impact Partnership Wealth
Georgia
$1.37K +$1.45K +4 New
RWM
567
Raffa Wealth Management
District of Columbia
$1.37K -$18.1K -50 -93%
NFSG
568
Newbridge Financial Services Group
Florida
$1.03K -$2.17K -6 -67%
PWMG
569
Prestige Wealth Management Group
New Jersey
$1.03K -$361 -1 -25%
CWC
570
Carolinas Wealth Consulting
North Carolina
$1.03K
GRP
571
Global Retirement Partners
California
$1.03K
IRC
572
Investors Research Corp
Georgia
$1.03K
MA
573
MCF Advisors
Kentucky
$1.03K +$1.08K +3 New
AW
574
Avion Wealth
Texas
$1K +$361 +1 +50%
BWA
575
BDO Wealth Advisors
Florida
$684