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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
576
Cromwell Holdings
Wyoming
$30.8K – – –
PS
577
Principal Securities
Iowa
$29.8K -$30.4K -90 -51%
RFP
578
Root Financial Partners
California
$29.8K +$28.7K +85 New
DIP
579
DT Investment Partners
Pennsylvania
$28.7K – – –
TFA
580
Toth Financial Advisory
Virginia
$28K – – –
TCA
581
Trifecta Capital Advisors
Illinois
$28K – – –
GRP
582
Global Retirement Partners
California
$28K -$4.73K -14 -15%
HWA
583
Heritage Wealth Advisors
Virginia
$28K – – –
CAM
584
Chesapeake Asset Management
New York
$26.6K – – –
SAM
585
Smartleaf Asset Management
Massachusetts
$24.9K +$9.79K +29 +67%
SSG
586
Summit Securities Group
New York
$24.9K +$14.2K +42 +145%
MFT
587
Moisand Fitzgerald Tamayo
Florida
$22.4K – – –
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$22.1K -$1.01K -3 -5%
CT
589
Caldwell Trust
Florida
$21.7K – – –
CPG
590
Cornerstone Planning Group
New Jersey
$20K +$675 +2 +3%
PSB
591
Piscataqua Savings Bank
New Hampshire
$19.6K – – –
W
592
WealthCollab
Washington
$19.3K +$8.1K +24 +77%
NWM
593
Nova Wealth Management
Florida
$17.5K – – –
AUB
594
Atlantic Union Bankshares
Virginia
$15.8K +$15.2K +45 New
ZBNA
595
Zions Bancorporation, National Association
Utah
$15.4K +$3.71K +11 +33%
GIA
596
GHP Investment Advisors
Colorado
$14.4K – – –
BC
597
Barrett & Company
Rhode Island
$14K – – –
BI
598
Binnacle Investments
Iowa
$13.7K +$6.42K +19 +95%
IRC
599
Investors Research Corp
Georgia
$13.3K – – –
HWM
600
Hemington Wealth Management
Virginia
$13K +$338 +1 +3%
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