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Everest Group
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPI
501
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$38K | -162 | Closed |
|
|
MIC
502
MU Investments Company
Tokyo,
Japan
| – | -$24K | -110 | Closed |
|
|
GBT
503
Grove Bank & Trust
Miami,
Florida
| – | -$12K | -54 | Closed |
|
504
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -37 | Closed |
|
|
STA
505
Summit Trail Advisors
New York
| – | -$8K | -35 | Closed |
|
|
IWP
506
Icon Wealth Partners
Houston,
Texas
| – | -$3K | -12 | Closed |
|
|
FGAM
507
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$480 | +2 | New |
|
|
FGC
508
Financial Gravity Companies
Lakeway,
Texas
| – | +$480 | +2 | New |
|