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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$21K +$18.5K +301 New
SWA
252
Sutton Wealth Advisors
Florida
$20.6K
BIG
253
Bellwether Investment Group
Tennessee
$20K +$17.9K +291 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$19K +$16.9K +275 New
EF
255
Empirical Finance
Pennsylvania
$15K +$12.5K +204 New
SPIA
256
Steward Partners Investment Advisory
New York
$13K +$12.3K +200 New
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
$9K
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.15K +100 New
Creative Planning
259
Creative Planning
Kansas
$7K +$6.58K +107 New
PA
260
Parallel Advisors
California
$7K +$6.64K +108 New
IUHSA
261
Itau Unibanco Holding S.A.
Brazil
$5K +$4.3K +70 New
DAM
262
Delta Asset Management
Tennessee
$4K
MFW
263
Mosaic Family Wealth
Missouri
$4K
CFG
264
Citizens Financial Group
Rhode Island
$3K
PMFA
265
Plante Moran Financial Advisors
Michigan
$2K -$184 -3 -8%
MFS
266
MSI Financial Services
Massachusetts
$1K
QCG
267
Quadrant Capital Group
Ohio
$1K
TSW
268
Thompson Siegel & Walmsley
Virginia
$1K +$922 +15 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1K +$1.17K +19 New
RWM
270
Raffa Wealth Management
District of Columbia
$687
PCM
271
Palisade Capital Management
New Jersey
-$2.47M -48,019 Closed
BCM
272
BlueMar Capital Management
Florida
-$2.37M -46,000 Closed
FHAM
273
Folger Hill Asset Management
New York
-$1.44M -27,974 Closed
AIMCA
274
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$912K -17,700 Closed
QT
275
Quantbot Technologies
New York
-$750K -14,566 Closed