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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
626
Raffa Wealth Management
District of Columbia
$5K – – –
HIA
627
Harbor Investment Advisory
Maryland
$4.64K – – –
WAS
628
Winch Advisory Services
Wisconsin
$4.64K – – –
HFS
629
Hughes Financial Services
Virginia
$4.29K +$2.74K +8 +200%
DWM
630
Darwin Wealth Management
Florida
$4.07K -$685 -2 -15%
AIM
631
Anchor Investment Management
South Carolina
$4.07K +$3.77K +11 New
SWM
632
Spire Wealth Management
Virginia
$3.93K +$1.03K +3 +38%
CCMI
633
Creative Capital Management Investments
California
$3.93K +$3.77K +11 New
BWL
634
Bogart Wealth LLC
Virginia
$3.57K -$342 -1 -9%
AFC
635
Ares Financial Consulting
California
$3.57K – – –
TM
636
Torren Management
California
$3.26K +$685 +2 +29%
PWMG
637
Private Wealth Management Group
New Jersey
$3.22K – – –
FC
638
Financial Consulate
Maryland
$3.22K +$2.4K +7 +350%
WA
639
Whipplewood Advisors
Colorado
$3.21K -$17.1K -50 -85%
SSG
640
Summit Securities Group
New York
$3.21K +$685 +2 +29%
GKIM
641
GW&K Investment Management
Massachusetts
$3K -$1.37K -4 -31%
QL
642
Quarry LP
New York
$2.86K -$35.3K -103 -93%
SS
643
SBI Securities
Japan
$2.86K -$5.14K -15 -65%
NSIM
644
North Star Investment Management
Illinois
$2.86K -$685 -2 -20%
BHWM
645
Bay Harbor Wealth Management
Maryland
$2.86K – – –
WBWA
646
William B. Walkup & Associates
South Carolina
$2.86K +$2.74K +8 New
HWP
647
Highline Wealth Partners
California
$2.52K -$9.93K -29 -81%
PSFG
648
Park Square Financial Group
Georgia
$2.5K -$2.05K -6 -46%
DPW
649
DiNuzzo Private Wealth
Pennsylvania
$2.5K – – –
FMP
650
Financial Management Professionals
Texas
$2.5K – – –
24 25
26
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