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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
651
Winch Advisory Services
Wisconsin
$4.71K – – –
VWWMG
652
Vermillion & White Wealth Management Group
Pennsylvania
$4.71K +$4.87K +13 New
TWC
653
TD Waterhouse Canada
Ontario, Canada
$4.71K – – –
HPC
654
HM Payson & Co
Maine
$4.35K +$1.87K +5 +71%
RA
655
Ransom Advisory
Rhode Island
$3.99K – – –
DRP
656
Decker Retirement Planning
Utah
$3.99K +$4.12K +11 New
W
657
WealthCollab
Washington
$3.26K -$7.87K -21 -70%
FMP
658
Financial Management Professionals
Texas
$3.26K -$1.12K -3 -25%
IA
659
IFP Advisors
Florida
$3.26K -$2.25K -6 -67%
WTA
660
Washington Trust Advisors
Massachusetts
$2.95K +$375 +1 +14%
GFPC
661
Global Financial Private Client
Florida
$2.9K +$749 +2 +33%
SIC
662
SJS Investment Consulting
Ohio
$2.54K -$1.12K -3 -30%
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$2.54K – – –
CA
664
CoreCap Advisors
Michigan
$2.54K +$2.25K +6 +600%
JFA
665
JNBA Financial Advisors
Minnesota
$2.17K – – –
RCM
666
Raleigh Capital Management
North Carolina
$1.81K +$1.12K +3 +150%
GEA
667
Glen Eagle Advisors
New Jersey
$1.47K – – –
CSWM
668
Cassady Schiller Wealth Management
Ohio
$1.45K +$1.5K +4 New
LIS
669
Legacy Investment Solutions
Idaho
$1.35K – – –
LWMI
670
Legacy Wealth Management (Idaho)
Idaho
$1.35K – – –
PWMG
671
Prestige Wealth Management Group
New Jersey
$1.09K -$3.37K -9 -75%
CWC
672
Carolinas Wealth Consulting
North Carolina
$1.09K – – –
IRC
673
Investors Research Corp
Georgia
$1.09K – – –
BWL
674
Bogart Wealth LLC
Virginia
$1.09K +$1.12K +3 New
OAJ
675
Ogorek Anthony Joseph
New York
$1K – – –
25 26
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