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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
601
Fortitude Family Office
Arizona
$6.86K +$3.95K +12 +133%
FAMI
602
Fideuram Asset Management (Ireland)
$6.72K -$1M -3,044 -99%
HCM
603
Hollencrest Capital Management
California
$6.54K – – –
SIS
604
Sound Income Strategies
Florida
$5.81K -$987 -3 -14%
KG
605
Kilter Group
New York
$5.56K +$4.61K +14 +467%
DWP
606
Destiny Wealth Partners
Florida
$5.56K +$5.59K +17 New
GSEP
607
Golden State Equity Partners
California
$5.56K +$5.59K +17 New
JWA
608
JFS Wealth Advisors
Pennsylvania
$5.23K -$4.28K -13 -45%
KAS
609
Kemnay Advisory Services
New York
$5.23K +$5.27K +16 New
SGK
610
Steigerwald Gordon & Koch
Virginia
$4.9K – – –
RWM
611
Raffa Wealth Management
District of Columbia
$4.58K +$329 +1 +8%
DWM
612
Darwin Wealth Management
Florida
$4.28K -$201K -612 -98%
HIA
613
Harbor Investment Advisory
Maryland
$4.25K – – –
WAS
614
Winch Advisory Services
Wisconsin
$4.25K – – –
PSFG
615
Park Square Financial Group
Georgia
$4.25K +$658 +2 +18%
GKIM
616
GW&K Investment Management
Massachusetts
$4K -$3.29K -10 -43%
TPWA
617
Twin Peaks Wealth Advisors
California
$3.92K +$3.95K +12 New
AWM
618
Abound Wealth Management
Tennessee
$3.6K – – –
BWL
619
Bogart Wealth LLC
Virginia
$3.6K +$2.96K +9 +450%
WSFG
620
Wall Street Financial Group
Illinois
$3.27K +$3.29K +10 New
NSIM
621
North Star Investment Management
Illinois
$3.27K +$658 +2 +25%
AFC
622
Ares Financial Consulting
California
$3.24K – – –
SWM
623
SHP Wealth Management
Massachusetts
$3.05K -$2.3K -7 -44%
PWMG
624
Private Wealth Management Group
New Jersey
$2.94K – – –
RWM
625
Rialto Wealth Management
New York
$2.94K +$1.98K +6 +200%
23 24
25
26 27