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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
551
EntryPoint Capital
New York
$55.3K -$77.2K -206 -60%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$53.7K -$750 -2 -1%
HCM
553
Hollencrest Capital Management
California
$53.7K +$43.1K +115 +575%
TFA
554
Toth Financial Advisory
Virginia
$51.7K – – –
GWSG
555
GPS Wealth Strategies Group
Colorado
$51.3K -$8.62K -23 -15%
HFM
556
Harvest Fund Management
China
$51K +$47.2K +126 +6,300%
MA
557
Montag & Associates
Georgia
$43.7K – – –
TIM
558
Thompson Investment Management
Wisconsin
$41.3K – – –
BFEC
559
Benjamin F. Edwards & Company
Missouri
$40K – – –
FCA
560
FinTrust Capital Advisors
South Carolina
$37.4K – – –
CT
561
Cambridge Trust
Massachusetts
$35.8K – – –
PTC
562
Private Trust Company
Ohio
$35.4K +$8.62K +23 +35%
TPCW
563
TD Private Client Wealth
New York
$33.8K +$11.6K +31 +57%
BTI
564
Blue Trust Inc
Georgia
$33.4K +$22.1K +59 +236%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$33.4K – – –
CA
566
Clearstead Advisors
Ohio
$33.2K – – –
DIP
567
DT Investment Partners
Pennsylvania
$32.6K – – –
HWA
568
Heritage Wealth Advisors
Virginia
$31.8K – – –
TCA
569
Trifecta Capital Advisors
Illinois
$31.8K – – –
JWM
570
Janiczek Wealth Management
Colorado
$30.2K – – –
LC
571
Lindbrook Capital
California
$28.2K -$12.7K -34 -32%
AF
572
Allworth Financial
California
$27.4K -$375 -1 -1%
MFT
573
Moisand Fitzgerald Tamayo
Florida
$25.4K – – –
ZB
574
Zions Bancorporation
Utah
$24.6K -$375 -1 -2%
CT
575
Caldwell Trust
Florida
$24.6K – – –
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