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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
601
Moisand Fitzgerald Tamayo
Florida
$22.6K – – –
ZB
602
Zions Bancorporation
Utah
$22.3K +$387 +1 +2%
RFS
603
Richardson Financial Services
Massachusetts
$22.3K +$24.4K +63 New
CT
604
Caldwell Trust
Florida
$21.9K – – –
PSB
605
Piscataqua Savings Bank
New Hampshire
$19.8K – – –
TPCW
606
TD Private Client Wealth
New York
$19.1K +$2.32K +6 +13%
FMP
607
Financial Management Professionals
Texas
$18K +$15.9K +41 +456%
HI
608
Harbour Investments
Wisconsin
$17.7K +$3.1K +8 +19%
BC
609
Barrett & Company
Rhode Island
$14.1K – – –
CBT
610
Central Bank & Trust
Kentucky
$13.4K +$14.7K +38 New
TCWA
611
Turtle Creek Wealth Advisors
Texas
$12.7K +$13.9K +36 New
CCC
612
Chelsea Counsel Company
California
$12.4K – – –
PFA
613
Pathway Financial Advisers
Indiana
$12.4K – – –
WIA
614
Wetzel Investment Advisors
Indiana
$12K +$12.8K +33 New
CJ
615
Caitlin John
Michigan
$11.9K +$13.2K +34 New
FHA
616
First Horizon Advisors
Tennessee
$11.3K – – –
PWMG
617
Prestige Wealth Management Group
New Jersey
$11K +$10.8K +28 +933%
CFO
618
CVA Family Office
Colorado
$10.6K +$11.6K +30 New
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$9.55K – – –
IFAM
620
Institutional & Family Asset Management
Colorado
$9.55K – – –
JWA
621
JFS Wealth Advisors
Pennsylvania
$9.19K +$387 +1 +4%
FFO
622
Fortitude Family Office
Arizona
$9.19K +$10.1K +26 New
BTI
623
Blue Trust Inc
Georgia
$9K -$12K -31 -55%
MCM
624
MV Capital Management
Maryland
$8.84K – – –
RFG
625
RFP Financial Group
Georgia
$7.42K -$3.87K -10 -32%
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