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Everest Group

EG

Market cap $14.6B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
626	WTA 626 Washington Trust Advisors Wellesley, Massachusetts	$3.23K	–	–	–
627	PWMG 627 Private Wealth Management Group Princeton, New Jersey	$3.06K	-$4.83K	-14	-61%
628	FMP 628 Financial Management Professionals Austin, Texas	$3.06K	-$1.03K	-3	-25%
629	HHMI 629 Howard Hughes Medical Institute Chevy Chase, Maryland	$3.06K	+$3.1K	+9	New
630	TPWA 630 Twin Peaks Wealth Advisors Burlingame, California	$2.95K	+$3.1K	+9	New
631	DPW 631 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.38K	–	–	–
632	HPC 632 HM Payson & Co Portland, Maine	$2.38K	–	–	–
633	JFA 633 JNBA Financial Advisors Bloomington, Minnesota	$2.04K	–	–	–
634	CIAS 634 CBIZ Investment Advisory Services Independence, Ohio	$2.04K	+$2.07K	+6	New
635	MCM 635 Manchester Capital Management Manchester, Vermont	$1.7K	-$1.73K	-5	-50%
636	GC 636 Garde Capital Seattle, Washington	$1.7K	–	–	–
637	LWMI 637 Legacy Wealth Management (Idaho) Boise, Idaho	$1.36K	–	–	–
638	RWM 638 Rialto Wealth Management Syracuse, New York	$1.36K	+$1.03K	+3	+300%
639	LIS 639 Legacy Investment Solutions Meridian, Idaho	$1.36K	+$1.38K	+4	New
640	SIC 640 SJS Investment Consulting Sylvania, Ohio	$1.02K	-$1.03K	-3	-50%
641	PWMG 641 Prestige Wealth Management Group Flemington, New Jersey	$1.02K	–	–	–
642	SC 642 SouthState Corp Winter Haven, Florida	$1.02K	–	–	–
643	HIA 643 HFM Investment Advisors Glassboro, New Jersey	$1.02K	+$690	+2	+200%
644	OAJ 644 Ogorek Anthony Joseph Williamsville, New York	$1K	–	–	–
645	PMAM 645 Picton Mahoney Asset Management Toronto, Ontario, Canada	$1K	–	–	–
646	NC 646 North Capital Salt Lake City, Utah	$680	–	–	–
647	SO 647 Sierra Ocean Ripon, California	$680	–	–	–
648	PWA 648 Principia Wealth Advisory Dallas, Texas	$680	+$345	+1	+100%
649	BWL 649 Bogart Wealth LLC Mclean, Virginia	$680	+$690	+2	New
650	PWA 650 Physician Wealth Advisors Midvale, Utah	$680	+$690	+2	New

Everest Group EG Market cap $14.6B

Everest Group

EG

Market cap $14.6B