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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
576
Cedar Mountain Advisors
Oregon
$15K +$15.1K +46 New
SAM
577
Smartleaf Asset Management
Massachusetts
$14.2K -$4.94K -15 -26%
LI
578
LRI Investments
Florida
$13.7K +$987 +3 +8%
GIA
579
GHP Investment Advisors
Colorado
$13.4K
KFAS
580
Keating Financial Advisory Services
Kansas
$13.4K +$4.61K +14 +52%
LFG
581
Larson Financial Group
Missouri
$13.4K +$8.23K +25 +156%
BC
582
Barrett & Company
Rhode Island
$13.1K
MWPCG
583
Measured Wealth Private Client Group
New Hampshire
$13.1K
RS
584
Rakuten Securities
Japan
$13.1K +$3.29K +10 +33%
IRC
585
Investors Research Corp
Georgia
$12.4K
HWP
586
Highline Wealth Partners
California
$11.8K +$11.5K +35 +3,500%
CT
587
Clearstead Trust
Maine
$11.1K +$7.57K +23 +209%
PB
588
Prosperity Bancshares
Texas
$11.1K +$10.9K +33 +3,300%
CJ
589
Caitlin John
Michigan
$10.7K
AIC
590
Archer Investment Corporation
Indiana
$9.81K +$9.87K +30 New
MCM
591
MV Capital Management
Maryland
$9.15K
HI
592
Harbour Investments
Wisconsin
$8.82K -$658 -2 -7%
SC
593
SouthState Corp
Florida
$8.82K
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$8.5K
BIA
595
Bell Investment Advisors
California
$8.17K
PWA
596
Physician Wealth Advisors
Utah
$7.84K +$4.28K +13 +118%
PGAM
597
Princeton Global Asset Management
New Jersey
$7.52K
SS
598
SBI Securities
Japan
$7.46K +$4.61K +14 +156%
LWMI
599
Legacy Wealth Management (Idaho)
Idaho
$6.86K -$3.62K -11 -34%
FIM
600
FWL Investment Management
Texas
$6.86K