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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
626
BOK Financial Private Wealth
Colorado
$5.45K +$4.95K +14 +1,400%
SS
627
SBI Securities
Japan
$5.09K -$25.4K -72 -84%
W
628
WealthCollab
Washington
$5.09K +$1.77K +5 +56%
TWC
629
TD Waterhouse Canada
Ontario, Canada
$4.75K – – –
S
630
Sachetta
Massachusetts
$4.72K – – –
RWM
631
Raffa Wealth Management
District of Columbia
$4.72K – – –
WAS
632
Winch Advisory Services
Wisconsin
$4.72K – – –
GFPC
633
Global Financial Private Client
Florida
$4.72K +$1.77K +5 +63%
FMP
634
Financial Management Professionals
Texas
$4.36K +$1.06K +3 +33%
RA
635
Ransom Advisory
Rhode Island
$4K – – –
MCM
636
Manchester Capital Management
Vermont
$3.63K -$1.41K -4 -29%
CTWM
637
Cherry Tree Wealth Management
Minnesota
$3.63K +$3.53K +10 New
WTA
638
Washington Trust Advisors
Massachusetts
$3.45K +$353 +1 +13%
SWM
639
Spire Wealth Management
Virginia
$3.27K -$187K -530 -98%
TWD
640
True Wealth Design
Ohio
$3.27K +$3.18K +9 New
OP
641
ORG Partners
Indiana
$2.92K +$2.83K +8 New
HPC
642
HM Payson & Co
Maine
$2.54K -$1.77K -5 -42%
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$2.54K – – –
SIC
644
SJS Investment Consulting
Ohio
$2.18K -$353 -1 -14%
JFA
645
JNBA Financial Advisors
Minnesota
$2.18K – – –
GC
646
Garde Capital
Washington
$1.82K +$1.77K +5 New
KWM
647
Kiker Wealth Management
Georgia
$1.82K +$1.77K +5 New
RTL
648
Red Tortoise LLC
Georgia
$1.82K +$1.77K +5 New
GEA
649
Glen Eagle Advisors
New Jersey
$1.48K – – –
NSG
650
Nalls Sherbakoff Group
Tennessee
$1.47K +$1.41K +4 New