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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
601
Caitong International Asset Management
Hong Kong
$12.6K +$2.36K +7 +24%
C
602
Covestor
United Kingdom
$12K -$27K -80 -70%
BIA
603
Bell Investment Advisors
California
$11.6K -$3.38K -10 -23%
CJ
604
Caitlin John
Michigan
$11.3K +$10.8K +32 New
CFO
605
CVA Family Office
Colorado
$10.9K -$5.4K -16 -34%
OP
606
ORG Partners
Indiana
$10.9K +$4.05K +12 +63%
RS
607
Rakuten Securities
Japan
$10.5K – – –
HI
608
Harbour Investments
Wisconsin
$10.5K +$338 +1 +3%
TPCW
609
TD Private Client Wealth
New York
$10.5K +$2.03K +6 +25%
RA
610
Rise Advisors
New York
$9.46K -$338 -1 -4%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$9.46K – – –
FFO
612
Fortitude Family Office
Arizona
$9.11K -$675 -2 -7%
PWMG
613
Private Wealth Management Group
New Jersey
$8.76K +$5.4K +16 +178%
SL
614
Salomon & Ludwin
Virginia
$8.21K +$7.76K +23 New
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$8.06K – – –
MCM
616
MV Capital Management
Maryland
$8.06K +$338 +1 +5%
PGAM
617
Princeton Global Asset Management
New Jersey
$8.05K -$1.69K -5 -18%
GKIM
618
GW&K Investment Management
Massachusetts
$8K +$675 +2 +9%
FIM
619
FWL Investment Management
Texas
$7.36K – – –
JWA
620
JFS Wealth Advisors
Pennsylvania
$7.36K +$675 +2 +11%
CT
621
Clearstead Trust
Maine
$7K -$16.2K -48 -71%
HCM
622
Hollencrest Capital Management
California
$7K – – –
SIS
623
Sound Income Strategies
Florida
$6.23K +$6.08K +18 New
SGK
624
Steigerwald Gordon & Koch
Virginia
$5.25K +$5.06K +15 New
WANY
625
Wealthspire Advisors (New York)
New York
$5.25K +$5.06K +15 New
23 24
25
26 27