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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
Advisor Group
Arizona
$77K +$39.4K +507 +107%
AIM
252
Acrospire Investment Management
Illinois
$72K -$171K -2,200 -70%
Creative Planning
253
Creative Planning
Kansas
$71K +$62.3K +803 +750%
SCM
254
Segantii Capital Management
Hong Kong
$70K +$69.9K +900 New
MOACM
255
Mutual of America Capital Management
New York
$58K +$58.2K +750 New
CG
256
Cutler Group
California
$48K -$150K -1,928 -76%
IPC
257
Independent Portfolio Consultants
Florida
$48K -$18.2K -235 -28%
IP
258
Isthmus Partners
Wisconsin
$47K
SPIA
259
Steward Partners Investment Advisory
New York
$45K +$30.1K +388 +194%
HCM
260
Herndon Capital Management
Georgia
$43K -$1.32K -17 -3%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$42K +$20.7K +267 +97%
OFS
262
Orrstown Financial Services
Pennsylvania
$37K -$1.17K -15 -3%
FPFS
263
First Personal Financial Services
North Carolina
$36K -$31.4K -404 -47%
JCM
264
Jacobi Capital Management
Pennsylvania
$24K +$155 +2 +0.6%
SWA
265
Sutton Wealth Advisors
Florida
$23.4K
BIG
266
Bellwether Investment Group
Tennessee
$22K -$776 -10 -3%
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
$21K -$17.9K -230 -46%
FHA
268
First Horizon Advisors
Tennessee
$21K +$23.3K +300 New
GRP
269
Global Retirement Partners
California
$16K +$15.5K +200 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$13K -$11.7K -151 -46%
Loomis, Sayles & Company
271
Loomis, Sayles & Company
Massachusetts
$9K -$1.63K -21 -16%
IUHSA
272
Itau Unibanco Holding S.A.
Brazil
$8K +$2.64K +34 +49%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$7K
IAS
274
INR Advisory Services
Pennsylvania
$7K +$6.6K +85 New
ASN
275
Advisory Services Network
Georgia
$5K +$5.36K +69 New