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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
251
Citigroup
New York
$893K +$158K +874 +23%
KeyBank National Association
252
KeyBank National Association
Ohio
$883K +$38.2K +211 +5%
BCM
253
Buckhead Capital Management
Georgia
$876K +$1.81K +10 +0.2%
CAM
254
Cresset Asset Management
Illinois
$871K +$108K +596 +15%
CAIMH
255
Central Asset Investments & Management Holdings
Hong Kong
$868K +$816K +4,508 New
SIA
256
Sit Investment Associates
Minnesota
$857K
Mackenzie Financial
257
Mackenzie Financial
Ontario, Canada
$843K -$278K -1,539 -26%
TC
258
TownSquare Capital
Utah
$831K -$153K -843 -16%
X
259
Xponance
Pennsylvania
$830K +$3.62K +20 +0.5%
TPCW
260
TD Private Client Wealth
New York
$815K +$66.6K +368 +10%
MF
261
Magnetar Financial
Illinois
$812K +$763K +4,218 New
RA
262
Ransom Advisory
Rhode Island
$809K +$760K +4,200 New
HEIP
263
Hudson Edge Investment Partners
New Jersey
$806K
II
264
Inspire Investing
Idaho
$802K +$348K +1,923 +86%
QC
265
Quadrature Capital
United Kingdom
$787K +$740K +4,089 New
FDS
266
Freedom Day Solutions
Texas
$787K -$15K -83 -2%
ACP
267
Aviance Capital Partners
Florida
$785K +$737K +4,075 New
Creative Planning
268
Creative Planning
Kansas
$757K +$106K +584 +17%
CB
269
Commerce Bank
Missouri
$753K -$69.1K -382 -9%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$752K -$209K -1,155 -23%
Asset Management One
271
Asset Management One
Japan
$751K +$706K +3,901 New
XT
272
XTX Topco
Cayman Islands
$749K +$128K +708 +22%
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$748K
IP
274
Isthmus Partners
Wisconsin
$743K +$698K +3,860 New
PHS
275
Pekin Hardy Strauss
Illinois
$734K -$1.45M -8,016 -68%