We are live on ! Find out more
EG icon

Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
601
Riverview Trust Company
Washington
$21.6K – – –
RFS
602
Richardson Financial Services
Massachusetts
$21K – – –
AAG
603
Armstrong Advisory Group
Massachusetts
$20K +$19.4K +51 New
BWP
604
Baldwin Wealth Partners
Massachusetts
$19.6K +$19K +50 New
FHA
605
First Horizon Advisors
Tennessee
$19.6K +$2.29K +6 +14%
HI
606
Harbour Investments
Wisconsin
$18K – – –
TPCW
607
TD Private Client Wealth
New York
$16.8K -$2.67K -7 -14%
GIA
608
GHP Investment Advisors
Colorado
$16.1K +$15.6K +41 New
BC
609
Barrett & Company
Rhode Island
$15.7K – – –
AGWCA
610
Annis Gardner Whiting Capital Advisors
Florida
$14.5K – – –
GKIM
611
GW&K Investment Management
Massachusetts
$14K +$2.67K +7 +25%
CCC
612
Chelsea Counsel Company
California
$13.7K – – –
ZB
613
Zions Bancorporation
Utah
$12.5K -$5.33K -14 -30%
PWMG
614
Private Wealth Management Group
New Jersey
$12.5K -$381 -1 -3%
MCM
615
MV Capital Management
Maryland
$12.5K – – –
CFO
616
CVA Family Office
Colorado
$12.1K – – –
AP
617
Atwood & Palmer
Missouri
$12.1K +$11.8K +31 New
CJ
618
Caitlin John
Michigan
$11.9K – – –
W
619
WealthCollab
Washington
$11.8K +$762 +2 +7%
CPA
620
Capital Performance Advisors
California
$11.4K +$11K +29 New
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$10.6K – – –
JWA
622
JFS Wealth Advisors
Pennsylvania
$10.2K +$381 +1 +4%
LFG
623
Larson Financial Group
Missouri
$9.8K +$7.62K +20 +400%
HCM
624
Hollencrest Capital Management
California
$7.84K -$43.8K -115 -85%
ATS
625
Ashton Thomas Securities
New York
$7.45K +$7.24K +19 New
23 24
25
26 27