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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
626
Bell Investment Advisors
California
$14.1K +$10.5K +28 +255%
LFG
627
Larson Financial Group
Missouri
$13.8K +$4.87K +13 +52%
FHA
628
First Horizon Advisors
Tennessee
$12.7K -$5.62K -15 -30%
PFA
629
Pathway Financial Advisers
Indiana
$12.7K -$5.12M -13,679 -100%
GKIM
630
GW&K Investment Management
Massachusetts
$12K -$749 -2 -6%
CJ
631
Caitlin John
Michigan
$11.6K – – –
ZB
632
Zions Bancorporation
Utah
$11.6K – – –
AP
633
Atwood & Palmer
Missouri
$11.2K – – –
HI
634
Harbour Investments
Wisconsin
$11.2K -$5.62K -15 -33%
UB
635
UMB Bank
Missouri
$10.9K -$13.1K -35 -54%
RS
636
Rakuten Securities
Japan
$10.9K +$11.2K +30 New
VWM
637
Venturi Wealth Management
Texas
$10.2K -$18.7K -50 -64%
MCM
638
MV Capital Management
Maryland
$9.79K -$1.87K -5 -16%
PWMG
639
Private Wealth Management Group
New Jersey
$9.79K -$1.87K -5 -16%
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$9.79K – – –
JWA
641
JFS Wealth Advisors
Pennsylvania
$9.42K – – –
KIM
642
Kestra Investment Management
Texas
$8.89K +$9.36K +25 New
AGWCA
643
Annis Gardner Whiting Capital Advisors
Florida
$8.34K -$5.24K -14 -38%
FFO
644
Fortitude Family Office
Arizona
$8.34K +$3.75K +10 +77%
HCM
645
Hollencrest Capital Management
California
$7.25K – – –
HWM
646
Hemington Wealth Management
Virginia
$7K +$749 +2 +10%
RIL
647
Rothschild Investment LLC
Illinois
$5.44K +$4.87K +13 +650%
MCM
648
Manchester Capital Management
Vermont
$5.08K +$2.62K +7 +100%
RWM
649
Raffa Wealth Management
District of Columbia
$4.71K – – –
S
650
Sachetta
Massachusetts
$4.71K – – –
24 25
26
27 28