We are live on ! Find out more
EG icon

Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$23.6K +$4.79K +14 +27%
TWC
577
TD Waterhouse Canada
Ontario, Canada
$23.4K – – –
PWPS
578
Pinnacle Wealth Planning Services
Ohio
$23.2K +$685 +2 +3%
MFT
579
Moisand Fitzgerald Tamayo
Florida
$22.9K – – –
CT
580
Caldwell Trust
Florida
$22.1K – – –
ABWM
581
Alpine Bank Wealth Management
Colorado
$21.8K +$20.9K +61 New
S
582
Sachetta
Massachusetts
$21.4K -$2.4K -7 -10%
CCWM
583
Cassaday & Co Wealth Management
Virginia
$21.4K – – –
PSB
584
Piscataqua Savings Bank
New Hampshire
$20K – – –
AAS
585
Ameritas Advisory Services
Nebraska
$18.9K -$724K -2,113 -98%
ZBNA
586
Zions Bancorporation, National Association
Utah
$17.9K -$4.45K -13 -21%
NWM
587
Nova Wealth Management
Florida
$17.9K – – –
CMA
588
Cedar Mountain Advisors
Oregon
$16.4K – – –
DMBA
589
Deseret Mutual Benefit Administrators
Utah
$16.4K +$15.8K +46 New
LI
590
LRI Investments
Florida
$16.1K +$1.03K +3 +7%
SAM
591
Smartleaf Asset Management
Massachusetts
$15.8K – – –
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$15.4K -$6.16K -18 -30%
KFAS
593
Keating Financial Advisory Services
Kansas
$15.4K +$685 +2 +5%
GIA
594
GHP Investment Advisors
Colorado
$14.6K – – –
BC
595
Barrett & Company
Rhode Island
$14.3K – – –
MWPCG
596
Measured Wealth Private Client Group
New Hampshire
$14.3K – – –
RS
597
Rakuten Securities
Japan
$14.3K – – –
EFMH
598
E Fund Management (HK)
Hong Kong
$14.3K +$13.7K +40 New
IRC
599
Investors Research Corp
Georgia
$13.6K – – –
WETS
600
Wealth Enhancement Trust Services
South Dakota
$13.6K +$13K +38 New
22 23
24
25 26