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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
WPG Advisers
Maryland
$42.5K +$7.93K +23 +23%
PWAM
552
Private Wealth Asset Management
Iowa
$39.8K – – –
WTC
553
WhitTier Trust Company
Nevada
$39.1K – – –
C
554
Covestor
United Kingdom
$39K -$173K -501 -81%
OL
555
OneFund LLC
Florida
$39K +$39.3K +114 New
MA
556
Montag & Associates
Georgia
$37.4K – – –
TIM
557
Thompson Investment Management
Wisconsin
$35.3K – – –
BOTPPF
558
Board of the Pension Protection Fund
United Kingdom
$34K +$34.5K +100 New
GRP
559
Global Retirement Partners
California
$31.9K +$32.4K +94 New
GWSG
560
GPS Wealth Strategies Group
Colorado
$31.3K – – –
TFGT
561
TS Financial Group (TSFG)
Illinois
$31K – – –
EB
562
Eastern Bank
Massachusetts
$30.6K – – –
CH
563
Cromwell Holdings
Wyoming
$29.9K +$1.73K +5 +6%
SS
564
Sunbelt Securities
Texas
$29K – – –
BBHC
565
Brown Brothers Harriman & Co
New York
$28.9K +$29.3K +85 New
DIP
566
DT Investment Partners
Pennsylvania
$27.9K – – –
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$27.5K +$690 +2 +3%
HWA
568
Heritage Wealth Advisors
Virginia
$27.2K – – –
TFA
569
Toth Financial Advisory
Virginia
$27.2K – – –
TCA
570
Trifecta Capital Advisors
Illinois
$27.2K – – –
CAM
571
Chesapeake Asset Management
New York
$25.8K – – –
WA
572
Whipplewood Advisors
Colorado
$23.1K -$4.14K -12 -15%
CT
573
Clearstead Trust
Maine
$23.1K +$13.1K +38 +127%
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$22.4K +$5.87K +17 +35%
MFT
575
Moisand Fitzgerald Tamayo
Florida
$21.8K – – –
21 22
23
24 25