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Everest Group

EG

Market cap $14.5B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
651	PWMG 651 Prestige Wealth Management Group Flemington, New Jersey	$1.05K	–	–	–
652	NC 652 North Capital Salt Lake City, Utah	$1.05K	+$338	+1	+50%
653	PWA 653 Principia Wealth Advisory Dallas, Texas	$1.05K	+$338	+1	+50%
654	EWP 654 Elevation Wealth Partners Santa Rosa, California	$1.05K	+$1.01K	+3	New
655	HHGA 655 Halbert Hargrove Global Advisors Long Beach, California	$1.05K	+$1.01K	+3	New
656	BHWM 656 Bay Harbor Wealth Management Hunt Valley, Maryland	$1.05K	+$338	+1	+50%
657	OAJ 657 Ogorek Anthony Joseph Williamsville, New York	$1K	–	–	–
658	PMAM 658 Picton Mahoney Asset Management Toronto, Ontario, Canada	$1K	–	–	–
659	FC 659 Financial Consulate Hunt Valley, Maryland	$701	+$675	+2	New
660	HIA 660 HFM Investment Advisors Glassboro, New Jersey	$700	-$338	-1	-33%
661	WWA 661 Wealth Watch Advisors Englewood, Colorado	$700	+$675	+2	New
662	HWP 662 Highline Wealth Partners Sherman Oaks, California	$360	–	–	–
663	SC 663 SouthState Corp Winter Haven, Florida	$351	-$675	-2	-67%
664	QWM 664 Quaker Wealth Management Moorestown, New Jersey	$351	-$338	-1	-50%
665	RPA 665 Redwood Park Advisors Redwood City, California	$351	–	–	–
666	TFM 666 TFC Financial Management Boston, Massachusetts	$351	–	–	–
667	AT 667 Avalon Trust Santa Fe, New Mexico	$351	+$338	+1	New
668	KG 668 Kilter Group Rhinebeck, New York	$351	+$338	+1	New
669	SA 669 Seneschal Advisors Tacoma, Washington	$351	+$338	+1	New
670	AP 670 Aspect Partners Fairfax, Virginia	$350	–	–	–
671	M 671 MOTCO San Antonio, Texas	$350	–	–	–
672	WA 672 WestEnd Advisors Charlotte, North Carolina	$350	–	–	–
673	BFS 673 Bare Financial Services Gap, Pennsylvania	$350	+$338	+1	New
674	TCB 674 Texas Capital Bancshares Dallas, Texas	$350	+$338	+1	New
675	HFS 675 Hughes Financial Services Herndon, Virginia	$329	–	–	–

Everest Group EG Market cap $14.5B

Everest Group

EG

Market cap $14.5B