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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
551
Asset Dedication LLC
California
$90.8K – – –
TFA
552
Transamerica Financial Advisors
Florida
$87K -$4.95K -14 -6%
EWA
553
EverSource Wealth Advisors
Alabama
$83.6K +$6.71K +19 +9%
PTC
554
Private Trust Company
Ohio
$75.2K +$3.89K +11 +6%
FFC
555
First Financial Corp
Indiana
$72.7K – – –
QL
556
Quarry LP
New York
$72.3K +$70.3K +199 New
WSFS
557
Wilmington Savings Fund Society
Delaware
$68.3K -$2.47K -7 -4%
GWM
558
Geneos Wealth Management
Colorado
$65.8K +$31.8K +90 +99%
MCM
559
MAI Capital Management
Ohio
$60.4K -$5.3K -15 -8%
KFI
560
Key Financial Inc
Pennsylvania
$57.8K – – –
PCM
561
Penserra Capital Management
California
$56K -$37.1K -105 -40%
BGAI
562
Bruce G. Allen Investments
Colorado
$56K +$24K +68 +79%
PSFG
563
Park Square Financial Group
Georgia
$55.2K -$48.1K -136 -47%
BIG
564
Brooklyn Investment Group
New York
$53.8K +$9.89K +28 +23%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$45.7K -$3.18K -9 -7%
AAP
566
Arax Advisory Partners
Colorado
$45.4K +$19.4K +55 +79%
PWAM
567
Private Wealth Asset Management
Iowa
$42.5K +$41.3K +117 New
WTC
568
WhitTier Trust Company
Nevada
$41.8K – – –
SIM
569
Sentry Investment Management
Wisconsin
$41K -$13.1K -37 -23%
MA
570
Montag & Associates
Georgia
$40K – – –
CA
571
Clearstead Advisors
Ohio
$38.9K +$3.53K +10 +10%
TIM
572
Thompson Investment Management
Wisconsin
$37.8K – – –
WA
573
WPG Advisers
Maryland
$37.1K -$3.18K -9 -8%
ZBNA
574
Zions Bancorporation, National Association
Utah
$33.8K +$32.9K +93 New
GWSG
575
GPS Wealth Strategies Group
Colorado
$33.4K -$13.1K -37 -29%
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