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Everest Group
EG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Aigen Investment Management
New York
– -$232K -608 Closed
SCM
702
Stevens Capital Management
Pennsylvania
– -$221K -580 Closed
AI
703
Atria Investments
North Carolina
– -$218K -571 Closed
SP
704
Symmetry Partners
Connecticut
– -$201K -528 Closed
EDRH
705
Edmond de Rothschild Holding
Switzerland
– -$131K -345 Closed
HFM
706
Harvest Fund Management
China
– -$49K -128 Closed
TFF
707
The Family Firm
Maryland
– -$12.3K -32 Closed
RWMG
708
Redwood Wealth Management Group
New Jersey
– -$10.3K -27 Closed
DWM
709
Dogwood Wealth Management
Kansas
– -$8.38K -22 Closed
TSWM
710
Tyler-Stone Wealth Management
Ohio
– -$7.24K -19 Closed
LFA
711
LGT Financial Advisors
Texas
– -$4.95K -13 Closed
VWWMG
712
Vermillion & White Wealth Management Group
Pennsylvania
– -$4.95K -13 Closed
WIA
713
Wetzel Investment Advisors
Indiana
– -$4.77K -12 Closed
ATPW
714
Ashton Thomas Private Wealth
Arizona
– -$3.81K -10 Closed
RFG
715
RFP Financial Group
Georgia
– -$3.81K -10 Closed
FCG
716
Financial Connections Group
California
– -$3K -9 Closed
HGA
717
Hobbs Group Advisors
South Carolina
– -$3.06K -8 Closed
DF
718
Dunhill Financial
United Kingdom
– -$1.83K -5 Closed
VNA
719
Valley National Advisers
Pennsylvania
– -$1K -5 Closed
CAL
720
Capital Advisors Ltd
Ohio
– -$1.52K -4 -80%
CPG
721
Cornerstone Planning Group
New Jersey
– -$713 -2 Closed
CTB
722
Country Trust Bank
Illinois
– -$762 -2 Closed
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