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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
651
Legacy Wealth Management (Idaho)
Idaho
$1.45K – – –
CWC
652
Carolinas Wealth Consulting
North Carolina
$1.45K +$353 +1 +33%
PWMG
653
Prestige Wealth Management Group
New Jersey
$1.09K – – –
SC
654
SouthState Corp
Florida
$1.09K +$1.06K +3 New
DF
655
Dunhill Financial
United Kingdom
$1.04K +$1.06K +3 New
AW
656
Avion Wealth
Texas
$1K – – –
OAJ
657
Ogorek Anthony Joseph
New York
$1K – – –
PMAM
658
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CAL
659
Capital Advisors Ltd
Ohio
$1K +$707 +2 +100%
SO
660
Sierra Ocean
California
$727 – – –
CWP
661
Clark Wealth Partners
Illinois
$727 +$707 +2 New
NC
662
North Capital
Utah
$727 +$707 +2 New
HWP
663
Highline Wealth Partners
California
$369 – – –
MSWM
664
Mowery & Schoenfeld Wealth Management
Illinois
$364 – – –
RPA
665
Redwood Park Advisors
California
$364 – – –
TFM
666
TFC Financial Management
Massachusetts
$364 – – –
ACA
667
American Capital Advisory
Idaho
$364 +$353 +1 New
HIA
668
HFM Investment Advisors
New Jersey
$364 +$353 +1 New
RWM
669
Rialto Wealth Management
New York
$364 +$353 +1 New
RIL
670
Rothschild Investment LLC
Illinois
$363 -$4.95K -14 -93%
CA
671
CoreCap Advisors
Michigan
$363 -$2.12K -6 -86%
AP
672
Aspect Partners
Virginia
$363 – – –
NC
673
NewSquare Capital
Pennsylvania
$363 – – –
PWM
674
Parkworth Wealth Management
California
$363 – – –
BHWM
675
Bay Harbor Wealth Management
Maryland
$363 +$353 +1 New