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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
626
Steigerwald Gordon & Koch
Virginia
$5.09K – – –
EW
627
Elyxium Wealth
California
$4.96K +$4.95K +15 New
RWM
628
Raffa Wealth Management
District of Columbia
$4.41K – – –
S
629
Sachetta
Massachusetts
$4.41K – – –
WAS
630
Winch Advisory Services
Wisconsin
$4.41K – – –
HIA
631
Harbor Investment Advisory
Maryland
$4.41K +$4.29K +13 New
TM
632
Torren Management
California
$4.13K +$3.96K +12 New
PSFG
633
Park Square Financial Group
Georgia
$3.99K +$330 +1 +10%
CT
634
Clearstead Trust
Maine
$3.73K -$2.97K -9 -45%
AWM
635
Abound Wealth Management
Tennessee
$3.73K – – –
PWA
636
Physician Wealth Advisors
Utah
$3.73K +$1.65K +5 +83%
AFC
637
Ares Financial Consulting
California
$3.39K +$3.3K +10 New
PWMG
638
Private Wealth Management Group
New Jersey
$3.06K -$5.28K -16 -64%
FFO
639
Fortitude Family Office
Arizona
$3.05K -$5.61K -17 -65%
HHMI
640
Howard Hughes Medical Institute
Maryland
$3.05K – – –
SS
641
SBI Securities
Japan
$3.05K +$330 +1 +13%
NSIM
642
North Star Investment Management
Illinois
$2.71K +$2.64K +8 New
II
643
Inspire Investing
Idaho
$2.55K +$2.64K +8 New
DPW
644
DiNuzzo Private Wealth
Pennsylvania
$2.38K – – –
HPC
645
HM Payson & Co
Maine
$2.38K – – –
MAM
646
Marquette Asset Management
Minnesota
$2.38K +$2.31K +7 New
FMP
647
Financial Management Professionals
Texas
$2.38K – – –
JFGIW
648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.04K -$991 -3 -33%
JFA
649
JNBA Financial Advisors
Minnesota
$2.04K – – –
TAM
650
Tucker Asset Management
Colorado
$2.04K +$1.98K +6 New
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