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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
S
626
Sachetta
Massachusetts
$4.55K -$1.35K -4 -24%
RWM
627
Raffa Wealth Management
District of Columbia
$4.55K – – –
WAS
628
Winch Advisory Services
Wisconsin
$4.55K – – –
MCM
629
Manchester Capital Management
Vermont
$4.2K +$2.36K +7 +140%
SIC
630
SJS Investment Consulting
Ohio
$4.2K +$3.04K +9 +300%
LFG
631
Larson Financial Group
Missouri
$3.85K -$3.71K -11 -50%
AWM
632
Abound Wealth Management
Tennessee
$3.85K – – –
PSFG
633
Park Square Financial Group
Georgia
$3.5K -$47.6K -141 -93%
WTA
634
Washington Trust Advisors
Massachusetts
$3.33K – – –
JFGIW
635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K +$3.04K +9 New
HHMI
636
Howard Hughes Medical Institute
Maryland
$3.15K – – –
AW
637
Avion Wealth
Texas
$3K +$2.7K +8 +400%
SS
638
SBI Securities
Japan
$2.8K -$1.01K -3 -27%
SWM
639
Spire Wealth Management
Virginia
$2.8K -$675 -2 -20%
FMP
640
Financial Management Professionals
Texas
$2.45K -$675 -2 -22%
HPC
641
HM Payson & Co
Maine
$2.45K – – –
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$2.39K – – –
JFA
643
JNBA Financial Advisors
Minnesota
$2.1K – – –
PWA
644
Physician Wealth Advisors
Utah
$2.1K +$1.35K +4 +200%
CCM
645
Cloud Capital Management
Washington
$2K +$2.36K +7 New
RWM
646
Rialto Wealth Management
New York
$1.75K +$338 +1 +25%
TIM
647
Tortoise Investment Management
New York
$1.75K +$1.01K +3 +150%
LWMI
648
Legacy Wealth Management (Idaho)
Idaho
$1.4K – – –
TPBG
649
Turning Point Benefit Group
Maryland
$1.06K +$1.01K +3 New
CA
650
Crewe Advisors
Utah
$1.05K -$8.44K -25 -89%
24 25
26
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