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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$14.9K
BC
602
Barrett & Company
Rhode Island
$14.5K
IRC
603
Investors Research Corp
Georgia
$13.8K +$12.4K +35 +1,167%
HI
604
Harbour Investments
Wisconsin
$12.7K +$1.41K +4 +13%
HWM
605
Hemington Wealth Management
Virginia
$12K +$4.24K +12 +55%
BIA
606
Bell Investment Advisors
California
$11.3K -$2.83K -8 -21%
RS
607
Rakuten Securities
Japan
$10.9K
CT
608
Clearstead Trust
Maine
$10.9K +$10.6K +30 New
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$9.81K
RA
610
Rise Advisors
New York
$9.81K +$9.54K +27 New
MCM
611
MV Capital Management
Maryland
$9.45K -$353 -1 -4%
JWA
612
JFS Wealth Advisors
Pennsylvania
$9.45K
FHA
613
First Horizon Advisors
Tennessee
$8.72K -$3.89K -11 -31%
PWMG
614
Private Wealth Management Group
New Jersey
$8.36K -$1.41K -4 -15%
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$8.36K
FFO
616
Fortitude Family Office
Arizona
$8.36K
HFS
617
Hughes Financial Services
Virginia
$8.04K +$7.77K +22 New
LFG
618
Larson Financial Group
Missouri
$7.27K -$6.36K -18 -47%
HCM
619
Hollencrest Capital Management
California
$7.27K
GKIM
620
GW&K Investment Management
Massachusetts
$7K -$4.59K -13 -39%
CB
621
Centennial Bank
Arkansas
$6.54K +$6.36K +18 New
BI
622
Binnacle Investments
Iowa
$6.18K +$6.01K +17 New
SCB
623
Saudi Central Bank
Saudi Arabia
$6.18K +$6.01K +17 New
IA
624
IFP Advisors
Florida
$5.45K +$2.12K +6 +200%
BFPW
625
BOK Financial Private Wealth
Colorado
$5.45K +$4.95K +14 +1,400%