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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
601
Investors Research Corp
Georgia
$13.6K – – –
WETS
602
Wealth Enhancement Trust Services
South Dakota
$13.6K +$13K +38 New
KAS
603
Kemnay Advisory Services
New York
$12.9K +$6.85K +20 +125%
PB
604
Prosperity Bancshares
Texas
$12.1K – – –
CJ
605
Caitlin John
Michigan
$11.7K – – –
HI
606
Harbour Investments
Wisconsin
$11.4K +$1.71K +5 +19%
MCM
607
MV Capital Management
Maryland
$11.1K +$1.03K +3 +11%
CTA
608
Colonial Trust Advisors
South Carolina
$11.1K +$10.6K +31 New
FFO
609
Fortitude Family Office
Arizona
$9.64K +$2.05K +6 +29%
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$9.29K – – –
APFP
611
Action Point Financial Planning
Michigan
$9.29K +$9.24K +27 New
CT
612
Clearstead Trust
Maine
$8.93K -$3.08K -9 -26%
BIA
613
Bell Investment Advisors
California
$8.93K – – –
EWP
614
Elevation Wealth Partners
California
$8.57K +$7.19K +21 +700%
PGAM
615
Princeton Global Asset Management
New Jersey
$8.22K – – –
MCM
616
Manchester Capital Management
Vermont
$7.5K – – –
HCM
617
Hollencrest Capital Management
California
$7.14K – – –
JWA
618
JFS Wealth Advisors
Pennsylvania
$7.14K +$1.37K +4 +25%
SGFG
619
Silver Grove Financial Group
New York
$6.79K +$5.48K +16 +533%
KG
620
Kilter Group
New York
$6.43K +$342 +1 +6%
CIA
621
Cape Investment Advisory
Georgia
$6.43K +$6.16K +18 New
PWA
622
Physician Wealth Advisors
Utah
$5.36K -$3.08K -9 -38%
SGK
623
Steigerwald Gordon & Koch
Virginia
$5.36K – – –
CFB
624
Cullen/Frost Bankers
Texas
$5.36K +$5.14K +15 New
RWM
625
Rialto Wealth Management
New York
$5K +$1.71K +5 +56%
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25
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