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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
626
Hemington Wealth Management
Virginia
$7K +$7.62K +20 New
CA
627
Crewe Advisors
Utah
$5.49K
TWC
628
TD Waterhouse Canada
Ontario, Canada
$5.15K -$151K -396 -97%
S
629
Sachetta
Massachusetts
$5.09K -$762 -2 -13%
FFO
630
Fortitude Family Office
Arizona
$5.09K
RWM
631
Raffa Wealth Management
District of Columbia
$5.09K
WAS
632
Winch Advisory Services
Wisconsin
$5.09K
SWM
633
Sugarloaf Wealth Management
Georgia
$5.09K +$4.95K +13 New
FMP
634
Financial Management Professionals
Texas
$5K
PWMG
635
Prestige Wealth Management Group
New Jersey
$4.7K
BIA
636
Bell Investment Advisors
California
$4.31K -$762 -2 -15%
RA
637
Ransom Advisory
Rhode Island
$4.31K -$7.24K -19 -63%
SIC
638
SJS Investment Consulting
Ohio
$3.92K
TWD
639
True Wealth Design
Ohio
$3.53K -$874K -2,294 -100%
WWP
640
WR Wealth Planners
Missouri
$3.53K
IA
641
IFP Advisors
Florida
$3.52K -$192K -503 -98%
WTA
642
Washington Trust Advisors
Massachusetts
$2.89K
MCM
643
Manchester Capital Management
Vermont
$2.74K -$4.19K -11 -61%
DPW
644
DiNuzzo Private Wealth
Pennsylvania
$2.74K
AFWM
645
Abich Financial Wealth Management
Virginia
$2.74K +$2.67K +7 New
HPC
646
HM Payson & Co
Maine
$2.74K +$2.67K +7 New
JFA
647
JNBA Financial Advisors
Minnesota
$2.35K
SWM
648
Spire Wealth Management
Virginia
$2.35K
GFPC
649
Global Financial Private Client
Florida
$2.35K +$2.29K +6 New
CAL
650
Capital Analysts LLC
Pennsylvania
$2K