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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
576
Caitlin John
Michigan
$12.1K – – –
CFO
577
CVA Family Office
Colorado
$11.8K +$378 +1 +3%
RA
578
Ransom Advisory
Rhode Island
$11.4K +$11.3K +30 New
GKIM
579
GW&K Investment Management
Massachusetts
$11K +$2.27K +6 +27%
W
580
WealthCollab
Washington
$10.7K +$7.18K +19 +211%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$10.3K – – –
RWMG
582
Redwood Wealth Management Group
New Jersey
$10.3K +$10.2K +27 New
BGAI
583
Bruce G. Allen Investments
Colorado
$9.91K +$4.54K +12 +86%
JWA
584
JFS Wealth Advisors
Pennsylvania
$9.53K – – –
DWM
585
Dogwood Wealth Management
Kansas
$8.38K +$8.32K +22 New
TSWM
586
Tyler-Stone Wealth Management
Ohio
$7.24K +$7.18K +19 New
SAM
587
Smartleaf Asset Management
Massachusetts
$7.23K -$4.91K -13 -41%
MCM
588
Manchester Capital Management
Vermont
$6.86K +$378 +1 +6%
S
589
Sachetta
Massachusetts
$5.84K +$756 +2 +15%
CA
590
Crewe Advisors
Utah
$5.33K – – –
FMP
591
Financial Management Professionals
Texas
$5K – – –
TFA
592
Transamerica Financial Advisors
Florida
$5K – – –
BIA
593
Bell Investment Advisors
California
$4.95K +$2.27K +6 +86%
FFO
594
Fortitude Family Office
Arizona
$4.95K -$4.91K -13 -50%
LFA
595
LGT Financial Advisors
Texas
$4.95K – – –
RWM
596
Raffa Wealth Management
District of Columbia
$4.95K – – –
VWWMG
597
Vermillion & White Wealth Management Group
Pennsylvania
$4.95K +$4.91K +13 New
WAS
598
Winch Advisory Services
Wisconsin
$4.95K +$4.91K +13 New
WIA
599
Wetzel Investment Advisors
Indiana
$4.77K -$9.07K -24 -67%
PWMG
600
Prestige Wealth Management Group
New Jersey
$4.57K -$378 -1 -8%
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