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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
651
Quaker Wealth Management
New Jersey
$680 +$690 +2 New
SC
652
Stephens Consulting
Michigan
$680 +$690 +2 New
TIM
653
Tortoise Investment Management
New York
$680 +$690 +2 New
WCM
654
WealthTrak Capital Management
Virginia
$680 +$690 +2 New
BHWM
655
Bay Harbor Wealth Management
Maryland
$679 +$345 +1 +100%
DF
656
Dunhill Financial
United Kingdom
$409 -$690 -2 -67%
HWP
657
Highline Wealth Partners
California
$347
AP
658
Aspect Partners
Virginia
$340
CA
659
CoreCap Advisors
Michigan
$340
MSWM
660
Mowery & Schoenfeld Wealth Management
Illinois
$340
PWM
661
Parkworth Wealth Management
California
$340
RPA
662
Redwood Park Advisors
California
$340
TFM
663
TFC Financial Management
Massachusetts
$340
WA
664
WestEnd Advisors
North Carolina
$340
AWM
665
Activest Wealth Management
Florida
$340 +$345 +1 New
AF
666
Advisornet Financial
Minnesota
$340 +$345 +1 New
BHWM
667
Beaird Harris Wealth Management
Texas
$340 +$345 +1 New
O
668
Ossiam
France
$340 +$345 +1 New
TIM
669
Total Investment Management
Arizona
$340 +$345 +1 New
M
670
MOTCO
Texas
$336 +$345 +1 New
HFS
671
Hughes Financial Services
Virginia
$328 -$7.25K -21 -95%
AIM
672
Anchor Investment Management
South Carolina
$128
YDMI
673
Y.D. More Investments
Israel
$41 -$7.59K -22 -35%
ZP
674
Zimmer Partners
New York
-$34.5M -95,000 Closed
WP
675
Woodline Partners
California
-$16.7M -46,064 Closed