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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
601
Investors Research Corp
Georgia
$12.9K – – –
CJ
602
Caitlin John
Michigan
$11K +$330 +1 +3%
LWMI
603
Legacy Wealth Management (Idaho)
Idaho
$10.9K +$9.25K +28 +700%
RS
604
Rakuten Securities
Japan
$10.2K – – –
JWA
605
JFS Wealth Advisors
Pennsylvania
$9.84K +$2.64K +8 +38%
LWANC
606
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.84K +$9.58K +29 New
HI
607
Harbour Investments
Wisconsin
$9.84K -$330 -1 -3%
MCM
608
MV Capital Management
Maryland
$9.5K +$1.65K +5 +22%
SC
609
SouthState Corp
Florida
$9.16K +$8.59K +26 +2,600%
KFAS
610
Keating Financial Advisory Services
Kansas
$9.16K +$8.92K +27 New
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$8.82K -$330 -1 -4%
BIA
612
Bell Investment Advisors
California
$8.48K -$2.64K -8 -24%
CFO
613
CVA Family Office
Colorado
$8.48K -$1.98K -6 -19%
GKIM
614
GW&K Investment Management
Massachusetts
$8K -$330 -1 -4%
ACM
615
Aster Capital Management
United Arab Emirates
$7.8K -$895K -2,711 -99%
PGAM
616
Princeton Global Asset Management
New Jersey
$7.8K – – –
MCM
617
Manchester Capital Management
Vermont
$7.13K +$2.97K +9 +75%
FIM
618
FWL Investment Management
Texas
$7.13K – – –
HCM
619
Hollencrest Capital Management
California
$6.79K – – –
OP
620
ORG Partners
Indiana
$6.78K -$3.63K -11 -35%
SIS
621
Sound Income Strategies
Florida
$6.64K +$991 +3 +17%
CIA
622
Cape Investment Advisory
Georgia
$6.11K +$5.94K +18 New
SWM
623
SHP Wealth Management
Massachusetts
$5.54K +$5.28K +16 New
LFG
624
Larson Financial Group
Missouri
$5.43K +$1.65K +5 +45%
MSWM
625
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K +$4.95K +15 New
23 24
25
26 27