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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
601
Kemnay Advisory Services
New York
$12.9K +$6.85K +20 +125%
PB
602
Prosperity Bancshares
Texas
$12.1K – – –
CJ
603
Caitlin John
Michigan
$11.7K – – –
HI
604
Harbour Investments
Wisconsin
$11.4K +$1.71K +5 +19%
MCM
605
MV Capital Management
Maryland
$11.1K +$1.03K +3 +11%
CTA
606
Colonial Trust Advisors
South Carolina
$11.1K +$10.6K +31 New
FFO
607
Fortitude Family Office
Arizona
$9.64K +$2.05K +6 +29%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$9.29K – – –
APFP
609
Action Point Financial Planning
Michigan
$9.29K +$9.24K +27 New
CT
610
Clearstead Trust
Maine
$8.93K -$3.08K -9 -26%
BIA
611
Bell Investment Advisors
California
$8.93K – – –
EWP
612
Elevation Wealth Partners
California
$8.57K +$7.19K +21 +700%
PGAM
613
Princeton Global Asset Management
New Jersey
$8.22K – – –
MCM
614
Manchester Capital Management
Vermont
$7.5K – – –
HCM
615
Hollencrest Capital Management
California
$7.14K – – –
JWA
616
JFS Wealth Advisors
Pennsylvania
$7.14K +$1.37K +4 +25%
SGFG
617
Silver Grove Financial Group
New York
$6.79K +$5.48K +16 +533%
KG
618
Kilter Group
New York
$6.43K +$342 +1 +6%
CIA
619
Cape Investment Advisory
Georgia
$6.43K +$6.16K +18 New
PWA
620
Physician Wealth Advisors
Utah
$5.36K -$3.08K -9 -38%
SGK
621
Steigerwald Gordon & Koch
Virginia
$5.36K – – –
CFB
622
Cullen/Frost Bankers
Texas
$5.36K +$5.14K +15 New
RWM
623
Rialto Wealth Management
New York
$5K +$1.71K +5 +56%
RWM
624
Raffa Wealth Management
District of Columbia
$5K – – –
HIA
625
Harbor Investment Advisory
Maryland
$4.64K – – –
23 24
25
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