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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
W
551
WealthCollab
Washington
$54.7K +$36K +105 +219%
EP
552
Essential Partners
California
$46.4K -$22.6K -66 -34%
IA
553
IFP Advisors
Florida
$45.4K -$6.51K -19 -13%
CT
554
Colonial Trust
South Carolina
$45.4K – – –
WSFS
555
Wilmington Savings Fund Society
Delaware
$41.1K – – –
FA
556
Fedenia Advisers
Wisconsin
$39.7K +$38K +111 New
MA
557
Montag & Associates
Georgia
$39.3K – – –
PFBT
558
Parkside Financial Bank & Trust
Missouri
$38.6K +$1.37K +4 +4%
OL
559
OneFund LLC
Florida
$38.2K -$2.74K -8 -7%
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$38.2K +$5.14K +15 +16%
TIM
561
Thompson Investment Management
Wisconsin
$37.2K – – –
WA
562
WPG Advisers
Maryland
$36.8K +$2.4K +7 +7%
GSWM
563
Golden State Wealth Management
California
$36.8K +$35.3K +103 New
HI
564
Horizon Investments
North Carolina
$36.3K +$51.4K +150 +13%
AWM
565
Activest Wealth Management
Florida
$35.7K +$342 +1 +1%
CA
566
Continuum Advisory
Idaho
$34.3K -$5.93M -17,310 -99%
CH
567
Cromwell Holdings
Wyoming
$33.6K +$1.71K +5 +6%
LFG
568
Larson Financial Group
Missouri
$33.6K +$18.1K +53 +129%
CTC
569
Central Trust Company
Missouri
$32.5K -$34.2K -100 -52%
EB
570
Eastern Bank
Massachusetts
$32.2K – – –
TFGT
571
TS Financial Group (TSFG)
Illinois
$32K – – –
DIP
572
DT Investment Partners
Pennsylvania
$29.3K – – –
CFO
573
CVA Family Office
Colorado
$28.9K +$1.71K +5 +7%
TCA
574
Trifecta Capital Advisors
Illinois
$28.6K – – –
CAM
575
Chesapeake Asset Management
New York
$27.1K – – –
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