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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$91.4K -$10.8K -32 -11%
ADL
552
Asset Dedication LLC
California
$87.6K
TWD
553
True Wealth Design
Ohio
$84.4K +$75.6K +224 +1,318%
TFA
554
Transamerica Financial Advisors
Florida
$82.9K +$2.7K +8 +3%
FFC
555
First Financial Corp
Indiana
$70K
S
556
SignatureFD
Georgia
$65.8K -$11.8K -35 -16%
MWPCG
557
Measured Wealth Private Client Group
New Hampshire
$57.1K +$55K +163 New
KFI
558
Key Financial Inc
Pennsylvania
$56.2K
BGAI
559
Bruce G. Allen Investments
Colorado
$53.6K +$675 +2 +1%
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$52.9K +$23.6K +70 +86%
Walleye Capital
561
Walleye Capital
New York
$51.5K -$635K -1,882 -93%
BBHC
562
Brown Brothers Harriman & Co
New York
$46.9K +$16.5K +49 +58%
WA
563
WPG Advisers
Maryland
$44.1K +$338 +1 +0.8%
SIM
564
Sentry Investment Management
Wisconsin
$42K -$3.04K -9 -7%
PWAM
565
Private Wealth Asset Management
Iowa
$41K
WSFS
566
Wilmington Savings Fund Society
Delaware
$40.3K -$24.6K -73 -39%
OL
567
OneFund LLC
Florida
$40.3K +$338 +1 +0.9%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$38.9K -$8.1K -24 -18%
MA
569
Montag & Associates
Georgia
$38.5K
UB
570
UMB Bank
Missouri
$37.5K +$16.2K +48 +81%
TIM
571
Thompson Investment Management
Wisconsin
$36.4K
GWSG
572
GPS Wealth Strategies Group
Colorado
$32.2K
SS
573
Sunbelt Securities
Texas
$32.2K +$4.05K +12 +15%
TFGT
574
TS Financial Group (TSFG)
Illinois
$32K
EB
575
Eastern Bank
Massachusetts
$31.5K