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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
576
Allworth Financial
California
$33.1K +$8.13K +23 +33%
TFGT
577
TS Financial Group (TSFG)
Illinois
$33K +$31.8K +90 New
EB
578
Eastern Bank
Massachusetts
$32.7K – – –
CH
579
Cromwell Holdings
Wyoming
$30.2K +$353 +1 +1%
SW
580
SVB Wealth
Massachusetts
$30.2K +$29.3K +83 New
Jones Financial Companies
581
Jones Financial Companies
Missouri
$30K -$6.01K -17 -17%
DIP
582
DT Investment Partners
Pennsylvania
$29.8K – – –
TFA
583
Toth Financial Advisory
Virginia
$29.1K – – –
TCA
584
Trifecta Capital Advisors
Illinois
$29.1K – – –
HWA
585
Heritage Wealth Advisors
Virginia
$29.1K – – –
SS
586
Sunbelt Securities
Texas
$29.1K – – –
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$28.7K +$4.24K +12 +18%
CAM
588
Chesapeake Asset Management
New York
$27.6K -$151K -427 -85%
WA
589
Whipplewood Advisors
Colorado
$24.3K +$4.59K +13 +19%
MFT
590
Moisand Fitzgerald Tamayo
Florida
$23.3K – – –
CT
591
Caldwell Trust
Florida
$22.5K – – –
UB
592
UMB Bank
Missouri
$22.2K +$11K +31 +103%
CPG
593
Cornerstone Planning Group
New Jersey
$21.4K +$21.2K +60 New
PSB
594
Piscataqua Savings Bank
New Hampshire
$20.3K – – –
RTC
595
Riverview Trust Company
Washington
$20K – – –
AAG
596
Armstrong Advisory Group
Massachusetts
$18.5K – – –
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$17.8K +$3.18K +9 +23%
SAM
598
Smartleaf Asset Management
Massachusetts
$17.6K -$9.54K -27 -36%
1M
599
1248 Management
Missouri
$17.4K +$17K +48 New
CFO
600
CVA Family Office
Colorado
$14.9K -$1.41K -4 -9%