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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
551
Cary Street Partners Investment Advisory
Virginia
$30.1K +$16.8K +51 +124%
EB
552
Eastern Bank
Massachusetts
$29.4K
CH
553
Cromwell Holdings
Wyoming
$29.1K +$329 +1 +1%
TFGT
554
TS Financial Group (TSFG)
Illinois
$29K
Vanguard National Trust
555
Vanguard National Trust
Pennsylvania
$27.5K +$27.6K +84 New
DIP
556
DT Investment Partners
Pennsylvania
$26.8K
TFA
557
Toth Financial Advisory
Virginia
$26.1K -$25.7K -78 -49%
TCA
558
Trifecta Capital Advisors
Illinois
$26.1K
CFO
559
CVA Family Office
Colorado
$24.8K +$16.8K +51 +204%
CAM
560
Chesapeake Asset Management
New York
$24.8K
CPG
561
Cornerstone Planning Group
New Jersey
$24.3K +$2.63K +8 +13%
S
562
Sachetta
Massachusetts
$21.9K +$17.8K +54 +415%
TWC
563
TD Waterhouse Canada
Ontario, Canada
$21K +$21.4K +65 New
MFT
564
Moisand Fitzgerald Tamayo
Florida
$20.9K
PWPS
565
Pinnacle Wealth Planning Services
Ohio
$20.6K -$658 -2 -3%
ZBNA
566
Zions Bancorporation, National Association
Utah
$20.6K +$3.62K +11 +21%
CT
567
Caldwell Trust
Florida
$20.3K
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$19.9K -$13.8K -42 -41%
CCWM
569
Cassaday & Co Wealth Management
Virginia
$19.6K +$19.7K +60 New
WA
570
Whipplewood Advisors
Colorado
$19.3K +$18.8K +57 +2,850%
PSB
571
Piscataqua Savings Bank
New Hampshire
$18.3K
IAAG
572
Innovative Asset Advisors Group
Connecticut
$17.3K +$17.4K +53 New
TPCW
573
TD Private Client Wealth
New York
$17K -$658 -2 -4%
NWM
574
Nova Wealth Management
Florida
$16.3K
W
575
WealthCollab
Washington
$15.7K +$15.8K +48 New