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Everest Group

EG

Market cap $14.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
651	HPC 651 HM Payson & Co Portland, Maine	$2.5K	–	–	–
652	MAM 652 Marquette Asset Management Minneapolis, Minnesota	$2.5K	–	–	–
653	HIA 653 HFM Investment Advisors Glassboro, New Jersey	$2.5K	+$1.71K	+5	+250%
654	STB 654 S&T Bank Indiana, Pennsylvania	$2.5K	+$2.4K	+7	New
655	JFA 655 JNBA Financial Advisors Bloomington, Minnesota	$2.14K	–	–	–
656	PWA 656 Provenance Wealth Advisors Fort Lauderdale, Florida	$2.14K	+$2.05K	+6	New
657	TAP 657 Tounjian Advisory Partners Fort Myers, Florida	$1.8K	+$1.71K	+5	New
658	BWA 658 Basecamp Wealth Advisors Bellevue, Washington	$1.79K	–	–	–
659	WPA 659 West Paces Advisors Atlanta, Georgia	$1.43K	+$1.37K	+4	New
660	ANBT 660 American National Bank & Trust Wichita Falls, Texas	$1.43K	+$1.37K	+4	New
661	NS 661 NBC Securities Birmingham, Alabama	$1.43K	+$1.37K	+4	New
662	AWM 662 Abound Wealth Management Franklin, Tennessee	$1.07K	-$2.74K	-8	-73%
663	BFS 663 Bare Financial Services Gap, Pennsylvania	$1.07K	–	–	–
664	CWP 664 Clark Wealth Partners O'fallon, Illinois	$1.07K	–	–	–
665	CA 665 Crewe Advisors Salt Lake City, Utah	$1.07K	–	–	–
666	PWMG 666 Prestige Wealth Management Group Flemington, New Jersey	$1.07K	–	–	–
667	OAJ 667 Ogorek Anthony Joseph Williamsville, New York	$1K	–	–	–
668	AW 668 Avion Wealth The Woodlands, Texas	$1K	+$685	+2	+100%
669	CAL 669 Capital Advisors Ltd Shaker Heights, Ohio	$1K	+$685	+2	New
670	NWM 670 Navigoe Wealth Management Redondo Beach, California	$1K	+$1.03K	+3	New
671	MFP 671 Meramec Financial Planners Saint Louis, Missouri	$779	+$685	+2	New
672	1CP 672 1015 Capital Partners Pottstown, Pennsylvania	$714	–	–	–
673	BH 673 Burk Holdings Tulsa, Oklahoma	$714	–	–	–
674	EWM 674 Evolution Wealth Management Fort Myers, Florida	$714	–	–	–
675	KFI 675 Key Financial Inc West Chester, Pennsylvania	$714	–	–	–

Everest Group EG Market cap $14.1B

Everest Group

EG

Market cap $14.1B