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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AP
276
Advisors Preferred
Maryland
$15K +$15.2K +209 New
CCMW
277
Cypress Capital Management (Wyoming)
Wyoming
$14.1K +$14.5K +200 New
IPC
278
Independent Portfolio Consultants
Florida
$12K -$32K -440 -72%
AIM
279
Advantage Investment Management
Iowa
$12K +$12.1K +166 New
Loomis, Sayles & Company
280
Loomis, Sayles & Company
Massachusetts
$8K
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$7K
IAS
282
INR Advisory Services
Pennsylvania
$7K +$1.53K +21 +25%
Creative Planning
283
Creative Planning
Kansas
$6K -$59.5K -818 -90%
WAM
284
Wealthspire Advisors (Maryland)
Maryland
$5K +$4.65K +64 New
MFW
285
Mosaic Family Wealth
Missouri
$4K
TCM
286
Tradewinds Capital Management
Washington
$4K
CTC
287
Central Trust Company
Missouri
$4K +$3.64K +50 New
BTIS
288
BB&T Investment Services
North Carolina
$3K
FANJ
289
Financial Architects (New Jersey)
New Jersey
$3K +$2.69K +37 New
ASN
290
Advisory Services Network
Georgia
$2K -$2.69K -37 -54%
HMS
291
Hanseatic Management Services
New Mexico
$2K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$2K +$73 +1 +5%
FPFS
293
First Personal Financial Services
North Carolina
$1K -$32.1K -442 -96%
RWM
294
Raffa Wealth Management
District of Columbia
$987 +$1.02K +14 New
IMIM
295
Irving Magee Investment Management
Pennsylvania
-$13.4M -171,970 Closed
Citadel Advisors
296
Citadel Advisors
Florida
-$9.76M -134,208 Closed
Fidelity Investments
297
Fidelity Investments
Massachusetts
-$8.59M -110,200 Closed
PCM
298
Penn Capital Management
Pennsylvania
-$7.97M -91,636 Closed
Rafferty Asset Management
299
Rafferty Asset Management
New York
-$5.87M -75,390 Closed
SCA
300
Secor Capital Advisors
New York
-$3.56M -45,639 Closed