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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
First Horizon Advisors
251
First Horizon Advisors
Tennessee
$10K -$13.3K -198 -46%
Quantbot Technologies
252
Quantbot Technologies
New York
$9K -$310K -4,633 -96%
TD Ameritrade Investment Management
253
TD Ameritrade Investment Management
Nebraska
$7K +$1.81K +27 +22%
AssetMark Inc
254
AssetMark Inc
California
$6K -$11.6M -173,593 -100%
GW&K Investment Management
255
GW&K Investment Management
Massachusetts
$6K – – –
FBT
256
First Bank & Trust
South Dakota
$5K -$7.1K -106 -49%
Sowell Financial Services
257
Sowell Financial Services
Arkansas
$5K -$3.08K -46 -29%
Advisory Services Network
258
Advisory Services Network
Georgia
$5K -$2.28K -34 -24%
AF
259
Advisornet Financial
Minnesota
$5K – – –
KFI
260
Key Financial Inc
Pennsylvania
$4K +$5.02K +75 New
GFPC
261
Global Financial Private Capital
Florida
$3K -$947K -14,143 -100%
LC
262
Lindbrook Capital
California
$3K – – –
NFG
263
Next Financial Group
Texas
$3K – – –
TCM
264
Tradewinds Capital Management
Washington
$3K – – –
SignatureFD
265
SignatureFD
Georgia
$3K +$1.27K +19 +48%
Synovus Financial
266
Synovus Financial
Georgia
$3K +$4.09K +61 +610%
TCI Wealth Advisors
267
TCI Wealth Advisors
Arizona
$3K +$4.96K +74 New
Bessemer Group
268
Bessemer Group
New Jersey
$2K – – –
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$2K +$268 +4 +10%
Orion Portfolio Solutions
270
Orion Portfolio Solutions
Nebraska
$2K +$938 +14 +61%
Valeo Financial Advisors
271
Valeo Financial Advisors
Indiana
$2K +$1.94K +29 New
Citizens Financial Group
272
Citizens Financial Group
Rhode Island
$2K +$2.41K +36 New
AGF Investments Inc
273
AGF Investments Inc
Ontario, Canada
$2K +$2.95K +44 New
BCA
274
Berman Capital Advisors
Georgia
$2K +$3.15K +47 +294%
GFPC
275
Global Financial Private Client
Florida
$1.09K – – –