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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
551
Transamerica Financial Advisors
Florida
$78.7K -$1.65K -5 -2%
C
552
Covestor
United Kingdom
$77K +$63.4K +192 +565%
S
553
SignatureFD
Georgia
$69.9K +$5.94K +18 +10%
FFC
554
First Financial Corp
Indiana
$67.9K – – –
BBHC
555
Brown Brothers Harriman & Co
New York
$58K +$12.2K +37 +28%
KFI
556
Key Financial Inc
Pennsylvania
$54K – – –
TFA
557
Toth Financial Advisory
Virginia
$53.6K +$25.8K +78 +98%
TWD
558
True Wealth Design
Ohio
$52.9K -$28.1K -85 -35%
UB
559
UMB Bank
Missouri
$50.9K +$14.2K +43 +40%
HFS
560
Hantz Financial Services
Michigan
$50K -$88.5K -268 -64%
BGAI
561
Bruce G. Allen Investments
Colorado
$48.9K -$2.97K -9 -6%
SIC
562
SJS Investment Consulting
Ohio
$46.2K +$41K +124 +1,033%
OL
563
OneFund LLC
Florida
$42.1K +$2.97K +9 +8%
WSFS
564
Wilmington Savings Fund Society
Delaware
$39K – – –
SIM
565
Sentry Investment Management
Wisconsin
$39K – – –
PFBT
566
Parkside Financial Bank & Trust
Missouri
$38.7K +$991 +3 +3%
MA
567
Montag & Associates
Georgia
$37.3K – – –
CFB
568
Cullen/Frost Bankers
Texas
$37.3K +$36.3K +110 New
WA
569
WPG Advisers
Maryland
$36.6K -$5.94K -18 -14%
TIM
570
Thompson Investment Management
Wisconsin
$35.3K – – –
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$35K -$15.9K -48 -32%
RBI
572
Raiffeisen Bank International
Austria
$34.1K +$33K +100 New
AWM
573
Activest Wealth Management
Florida
$33.6K +$32.7K +99 New
RFP
574
Root Financial Partners
California
$32.9K +$3.96K +12 +14%
SS
575
Sunbelt Securities
Texas
$31.2K – – –
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