We are live on ! Find out more
EVR icon

Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$608K +$34.8K +179 +7%
SAM
277
Securian Asset Management
Minnesota
$594K
CCM
278
Coldstream Capital Management
Washington
$582K +$1.17K +6 +0.2%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$567K +$33.3K +171 +7%
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$566K
MCM
281
MAI Capital Management
Ohio
$557K -$31.7K -163 -6%
SA
282
Sanctuary Advisors
Indiana
$551K +$582K +2,992 New
VA
283
Vident Advisory
Georgia
$533K -$45K -231 -8%
CIS
284
Custom Index Systems
New York
$519K +$484K +2,489 New
KCM
285
Kendall Capital Management
Maryland
$512K -$182K -935 -28%
CGH
286
Crossmark Global Holdings
Texas
$510K -$64K -329 -12%
IB
287
Intrust Bank
Kansas
$509K -$12.8K -66 -3%
DWM
288
Diversify Wealth Management
Utah
$496K +$435K +2,233 New
YMRC
289
Yorktown Management & Research Company
Virginia
$495K
APWM
290
Argonautica Private Wealth Management
Massachusetts
$494K
HIM
291
Hanlon Investment Management
New Jersey
$490K +$41.6K +214 +10%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$479K
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$479K -$11.1K -57 -2%
EGM
294
Engineers Gate Manager
New York
$479K -$166K -854 -27%
CPC
295
Consolidated Planning Corp
Georgia
$476K +$111K +571 +33%
FRM
296
Fox Run Management
Connecticut
$464K +$120K +617 +38%
Osaic Holdings
297
Osaic Holdings
Arizona
$459K -$1.38M -7,099 -76%
ZB
298
Zions Bancorporation
Utah
$459K -$298K -1,532 -41%
IA
299
Inspire Advisors
Idaho
$454K +$424K +2,180 New
MYIA
300
Mount Yale Investment Advisors
Colorado
$448K -$5.45K -28 -1%