We are live on ! Find out more
EG icon

Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
576
Cornerstone Planning Group
New Jersey
$26.4K +$342 +1 +1%
Vanguard National Trust
577
Vanguard National Trust
Pennsylvania
$23.9K -$5.82K -17 -20%
TPCW
578
TD Private Client Wealth
New York
$23.6K +$4.79K +14 +27%
TWC
579
TD Waterhouse Canada
Ontario, Canada
$23.4K – – –
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$23.2K +$685 +2 +3%
MFT
581
Moisand Fitzgerald Tamayo
Florida
$22.9K – – –
CT
582
Caldwell Trust
Florida
$22.1K – – –
ABWM
583
Alpine Bank Wealth Management
Colorado
$21.8K +$20.9K +61 New
S
584
Sachetta
Massachusetts
$21.4K -$2.4K -7 -10%
CCWM
585
Cassaday & Co Wealth Management
Virginia
$21.4K – – –
PSB
586
Piscataqua Savings Bank
New Hampshire
$20K – – –
AAS
587
Ameritas Advisory Services
Nebraska
$18.9K -$724K -2,113 -98%
ZBNA
588
Zions Bancorporation, National Association
Utah
$17.9K -$4.45K -13 -21%
NWM
589
Nova Wealth Management
Florida
$17.9K – – –
CMA
590
Cedar Mountain Advisors
Oregon
$16.4K – – –
DMBA
591
Deseret Mutual Benefit Administrators
Utah
$16.4K +$15.8K +46 New
LI
592
LRI Investments
Florida
$16.1K +$1.03K +3 +7%
SAM
593
Smartleaf Asset Management
Massachusetts
$15.8K – – –
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$15.4K -$6.16K -18 -30%
KFAS
595
Keating Financial Advisory Services
Kansas
$15.4K +$685 +2 +5%
GIA
596
GHP Investment Advisors
Colorado
$14.6K – – –
BC
597
Barrett & Company
Rhode Island
$14.3K – – –
MWPCG
598
Measured Wealth Private Client Group
New Hampshire
$14.3K – – –
RS
599
Rakuten Securities
Japan
$14.3K – – –
EFMH
600
E Fund Management (HK)
Hong Kong
$14.3K +$13.7K +40 New