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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$480K +$353K +3,378 +328%
CS
227
Cannell & Spears
New York
$473K +$452K +4,334 New
E
228
Ergoteles
New York
$471K -$3.84M -36,770 -89%
Axa
229
Axa
France
$469K -$752K -7,200 -63%
SAM
230
Shell Asset Management
Netherlands
$462K -$93.9K -900 -18%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$462K +$61.5K +589 +16%
HCPC
232
Hamilton Capital Partners (Canada)
$459K +$439K +4,207 New
Corient Private Wealth
233
Corient Private Wealth
Florida
$458K +$438K +4,198 New
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$456K +$425K +4,075 New
GCM
235
Gallacher Capital Management
Colorado
$448K +$428K +4,103 New
CGH
236
Crossmark Global Holdings
Texas
$447K -$664K -6,365 -61%
CIA
237
Capital Impact Advisors
Massachusetts
$444K
Vanguard Personalized Indexing Management
238
Vanguard Personalized Indexing Management
California
$433K +$65.4K +627 +19%
DCM
239
Dupont Capital Management
Delaware
$428K -$458K -4,386 -53%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$423K
MOS
241
MGO One Seven
Ohio
$417K -$313 -3 -0.1%
AI
242
AdvisorShares Investments
Maryland
$415K +$397K +3,800 New
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$407K -$1.92M -18,381 -83%
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
$405K -$4.04M -38,739 -91%
LPL Financial
245
LPL Financial
California
$401K +$33.3K +319 +10%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$398K +$381K +3,652 New
M&T Bank
247
M&T Bank
New York
$395K -$30.8K -295 -8%
BCM
248
Bayesian Capital Management
New York
$393K +$376K +3,600 New
HWM
249
Hohimer Wealth Management
Washington
$385K -$500K -4,795 -58%
ZB
250
Zions Bancorporation
Utah
$382K -$204K -1,950 -36%