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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
551
First Horizon Advisors
Tennessee
$11.9K -$726 -2 -6%
RFG
552
RFP Financial Group
Georgia
$11.5K – – –
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
IFAM
554
Institutional & Family Asset Management
Colorado
$10K +$9.8K +27 New
MCM
555
MV Capital Management
Maryland
$9.29K -$363 -1 -4%
JWA
556
JFS Wealth Advisors
Pennsylvania
$9.29K – – –
PB
557
Pinnacle Bancorp
Nebraska
$8.55K – – –
SFG
558
Steward Financial Group
Texas
$8K +$8.35K +23 New
HCM
559
Hollencrest Capital Management
California
$7.43K – – –
GKIM
560
GW&K Investment Management
Massachusetts
$7K – – –
CAL
561
Capital Analysts LLC
Pennsylvania
$7K +$3.99K +11 +157%
LFA
562
LGT Financial Advisors
Texas
$4.83K +$4.72K +13 New
TWC
563
TD Waterhouse Canada
Ontario, Canada
$4.51K -$1.81K -5 -29%
SIC
564
SJS Investment Consulting
Ohio
$4.09K +$363 +1 +10%
FMP
565
Financial Management Professionals
Texas
$3K – – –
AF
566
Advisornet Financial
Minnesota
$2.6K -$726 -2 -22%
SCA
567
Stonebridge Capital Advisors
Minnesota
$2.6K – – –
CA
568
Clearstead Advisors
Ohio
$2.6K +$2.54K +7 New
WTA
569
Washington Trust Advisors
Massachusetts
$2.46K +$2.54K +7 New
BIA
570
Bell Investment Advisors
California
$2.23K -$1.45K -4 -40%
JFA
571
JNBA Financial Advisors
Minnesota
$2.23K – – –
MCM
572
Manchester Capital Management
Vermont
$1.86K -$363 -1 -17%
WWP
573
WR Wealth Planners
Missouri
$1.86K -$4.36K -12 -71%
WT
574
Washington Trust
Rhode Island
$1.86K – – –
RWM
575
Raffa Wealth Management
District of Columbia
$1.49K – – –
21 22
23
24 25