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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
601
Princeton Global Asset Management
New Jersey
$9.52K +$9.66K +28 New
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$9.18K – – –
TPCW
603
TD Private Client Wealth
New York
$8.16K -$5.87K -17 -41%
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$7.82K – – –
MCM
605
MV Capital Management
Maryland
$7.48K -$1.38K -4 -15%
LFG
606
Larson Financial Group
Missouri
$7.48K +$690 +2 +10%
AP
607
Atwood & Palmer
Missouri
$7.14K +$7.25K +21 New
FIM
608
FWL Investment Management
Texas
$7.14K +$7.25K +21 New
SC
609
Solstein Capital
California
$7.14K +$7.25K +21 New
GKIM
610
GW&K Investment Management
Massachusetts
$7K +$690 +2 +10%
HCM
611
Hollencrest Capital Management
California
$6.8K – – –
BI
612
Binnacle Investments
Iowa
$6.8K +$1.03K +3 +18%
OP
613
ORG Partners
Indiana
$6.47K +$3.79K +11 +138%
JWA
614
JFS Wealth Advisors
Pennsylvania
$6.46K -$2.42K -7 -27%
S
615
Sachetta
Massachusetts
$5.78K +$1.38K +4 +31%
TWD
616
True Wealth Design
Ohio
$5.78K +$2.76K +8 +89%
RIL
617
Rothschild Investment LLC
Illinois
$5.44K +$5.17K +15 +1,500%
RWM
618
Raffa Wealth Management
District of Columbia
$4.42K – – –
WAS
619
Winch Advisory Services
Wisconsin
$4.42K – – –
EWM
620
Evolution Wealth Management
Florida
$4.42K +$4.49K +13 New
AWM
621
Abound Wealth Management
Tennessee
$3.74K +$3.79K +11 New
SS
622
SBI Securities
Japan
$3.74K -$1.03K -3 -21%
RA
623
Ransom Advisory
Rhode Island
$3.74K – – –
NC
624
NewSquare Capital
Pennsylvania
$3.74K +$3.45K +10 +1,000%
SWM
625
Spire Wealth Management
Virginia
$3.4K +$345 +1 +11%
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