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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
601
Lindbrook Capital
California
$30.8K -$1.12K -3 -3%
EAM
602
Empirical Asset Management
Massachusetts
$30.6K +$11.5M +30,581 New
CH
603
Cromwell Holdings
Wyoming
$29.7K – – –
DIP
604
DT Investment Partners
Pennsylvania
$29.7K – – –
TFA
605
Toth Financial Advisory
Virginia
$29K -$18.7K -50 -38%
HWA
606
Heritage Wealth Advisors
Virginia
$29K – – –
TCA
607
Trifecta Capital Advisors
Illinois
$29K – – –
SS
608
Sunbelt Securities
Texas
$28.8K +$30K +80 New
GRP
609
Global Retirement Partners
California
$27.9K -$60.7K -162 -68%
SAM
610
Smartleaf Asset Management
Massachusetts
$27.2K +$5.99K +16 +27%
AF
611
Allworth Financial
California
$25.6K +$749 +2 +3%
AAP
612
Arax Advisory Partners
Colorado
$25.4K -$49.1K -131 -65%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$24.3K -$13.9K -37 -36%
WA
614
Whipplewood Advisors
Colorado
$24.3K +$25.1K +67 New
MFT
615
Moisand Fitzgerald Tamayo
Florida
$23.2K – – –
CT
616
Caldwell Trust
Florida
$22.5K – – –
PSB
617
Piscataqua Savings Bank
New Hampshire
$20.3K – – –
RTC
618
Riverview Trust Company
Washington
$19.9K – – –
AAG
619
Armstrong Advisory Group
Massachusetts
$18.5K – – –
SAM
620
Synergy Asset Management
Washington
$17.2K +$16.5K +44 New
CFO
621
CVA Family Office
Colorado
$16.3K +$5.24K +14 +45%
TPCW
622
TD Private Client Wealth
New York
$14.9K -$749 -2 -5%
GIA
623
GHP Investment Advisors
Colorado
$14.9K – – –
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$14.5K -$4.05M -10,823 -100%
BC
625
Barrett & Company
Rhode Island
$14.5K – – –
23 24
25
26 27