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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Raffa Wealth Management
District of Columbia
$5.17K +$3.38K +9 +225%
FMP
602
Financial Management Professionals
Texas
$5K -$14.2K -38 -76%
TFA
603
Transamerica Financial Advisors
Florida
$5K +$4.5K +12 New
VWM
604
Venturi Wealth Management
Texas
$4.77K -$1.88K -5 -29%
S
605
Sachetta
Massachusetts
$4.6K – – –
WWP
606
WR Wealth Planners
Missouri
$4.37K +$4.12K +11 New
FCG
607
Financial Connections Group
California
$4K +$3.38K +9 New
SIC
608
SJS Investment Consulting
Ohio
$3.98K -$375 -1 -9%
MAM
609
Meeder Asset Management
Ohio
$3.98K -$214K -570 -98%
RFG
610
RFP Financial Group
Georgia
$3.98K -$4.12K -11 -52%
AGWCA
611
Annis Gardner Whiting Capital Advisors
Florida
$3.98K +$3.75K +10 New
PWMG
612
Private Wealth Management Group
New Jersey
$3.58K -$1.88K -5 -36%
W
613
WealthCollab
Washington
$3.58K – – –
OLVIG
614
Oliver Lagore Vanvalin Investment Group
Michigan
$2.78K -$375 -1 -13%
BIA
615
Bell Investment Advisors
California
$2.78K +$375 +1 +17%
WTA
616
Washington Trust Advisors
Massachusetts
$2.63K – – –
DPW
617
DiNuzzo Private Wealth
Pennsylvania
$2.38K -$375 -1 -14%
JFA
618
JNBA Financial Advisors
Minnesota
$2.38K – – –
CAL
619
Capital Analysts LLC
Pennsylvania
$2K – – –
CSB
620
City State Bank
Iowa
$2K +$2.25K +6 New
SWM
621
Spire Wealth Management
Virginia
$1.99K +$1.13K +3 +150%
DF
622
Dunhill Financial
United Kingdom
$1.88K +$375 +1 +25%
RIL
623
Rothschild Investment LLC
Illinois
$1.59K -$1.88K -5 -56%
WPWM
624
Western Pacific Wealth Management
Illinois
$1.59K +$1.5K +4 New
CWC
625
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
23 24
25
26 27