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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
576
WhitTier Trust Company
Nevada
$54.1K -$54.2K -140 -48%
GWSG
577
GPS Wealth Strategies Group
Colorado
$53.7K – – –
ASN
578
Advisory Services Network
Georgia
$51.6K -$88.7K -229 -61%
SWS
579
SYSTM Wealth Solutions
Illinois
$48.8K +$53.4K +138 New
PFBT
580
Parkside Financial Bank & Trust
Missouri
$48.4K -$387 -1 -0.7%
LFG
581
Larson Financial Group
Missouri
$46.9K +$51.5K +133 New
BWM
582
BKM Wealth Management
Wisconsin
$46.7K +$51.1K +132 New
TFA
583
Toth Financial Advisory
Virginia
$46K +$34.9K +90 +225%
MA
584
Montag & Associates
Georgia
$38.9K +$42.6K +110 New
LC
585
Lindbrook Capital
California
$37.1K +$15.9K +41 +64%
TIM
586
Thompson Investment Management
Wisconsin
$36.8K – – –
BFEC
587
Benjamin F. Edwards & Company
Missouri
$35K – – –
FCA
588
FinTrust Capital Advisors
South Carolina
$33.2K – – –
CT
589
Cambridge Trust
Massachusetts
$31.8K – – –
UOTTAIMCU
590
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31.8K +$34.9K +90 New
DIP
591
DT Investment Partners
Pennsylvania
$31.1K – – –
CA
592
Clearstead Advisors
Ohio
$30.8K +$31K +80 +1,143%
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$29.7K +$2.71K +7 +9%
TCA
594
Trifecta Capital Advisors
Illinois
$28.3K – – –
HWA
595
Heritage Wealth Advisors
Virginia
$28.3K – – –
JWM
596
Janiczek Wealth Management
Colorado
$26.9K -$8.13K -21 -22%
AF
597
Allworth Financial
California
$24.8K +$775 +2 +3%
HT
598
Headlands Technologies
Illinois
$24.8K +$27.1K +70 New
AWM
599
Avior Wealth Management
Nebraska
$24.8K +$27.1K +70 New
PTC
600
Private Trust Company
Ohio
$23.3K – – –
22 23
24
25 26