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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
576
Meeder Asset Management
Ohio
$21.4K +$21.7K +63 New
CT
577
Caldwell Trust
Florida
$21.1K
CPG
578
Cornerstone Planning Group
New Jersey
$20.8K +$1.03K +3 +5%
UB
579
UMB Bank
Missouri
$20.1K -$690 -2 -3%
PSB
580
Piscataqua Savings Bank
New Hampshire
$19K
TCM
581
Traub Capital Management
Massachusetts
$17.3K +$17.6K +51 New
NWM
582
Nova Wealth Management
Florida
$17K +$17.3K +50 New
CFO
583
CVA Family Office
Colorado
$16K +$2.07K +6 +15%
SAM
584
Smartleaf Asset Management
Massachusetts
$14.7K -$1.73K -5 -10%
BIA
585
Bell Investment Advisors
California
$14.6K +$4.14K +12 +39%
GIA
586
GHP Investment Advisors
Colorado
$13.9K
BC
587
Barrett & Company
Rhode Island
$13.6K
IRC
588
Investors Research Corp
Georgia
$12.9K
AAG
589
Armstrong Advisory Group
Massachusetts
$12.6K -$4.83K -14 -27%
FHA
590
First Horizon Advisors
Tennessee
$12.2K +$4.14K +12 +50%
HWM
591
Hemington Wealth Management
Virginia
$12K +$1.38K +4 +12%
ZBNA
592
Zions Bancorporation, National Association
Utah
$11.2K -$20.7K -60 -65%
W
593
WealthCollab
Washington
$10.5K +$5.87K +17 +121%
RS
594
Rakuten Securities
Japan
$10.2K
HI
595
Harbour Investments
Wisconsin
$9.86K -$2.07K -6 -17%
CIAM
596
Caitong International Asset Management
Hong Kong
$9.86K +$10K +29 New
SSG
597
Summit Securities Group
New York
$9.86K +$10K +29 New
RA
598
Rise Advisors
New York
$9.52K +$345 +1 +4%
FFO
599
Fortitude Family Office
Arizona
$9.52K +$1.73K +5 +22%
CA
600
Crewe Advisors
Utah
$9.52K +$9.66K +28 New