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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
301
Tower Research Capital (TRC)
New York
$20K -$417K -5,001 -96%
BTIS
302
BB&T Investment Services
North Carolina
$19K -$2.75K -33 -14%
CCMW
303
Cypress Capital Management (Wyoming)
Wyoming
$18K
FHA
304
First Horizon Advisors
Tennessee
$18K
FPFS
305
First Personal Financial Services
North Carolina
$18K +$3.25K +39 +25%
PCP
306
Proficio Capital Partners
Massachusetts
$16K +$14.6K +175 New
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$10K +$3.17K +38 +54%
IWP
308
Icon Wealth Partners
Texas
$10K +$9.59K +115 New
AIM
309
Advantage Investment Management
Iowa
$8K -$6.51K -78 -47%
AC
310
Avestar Capital
New York
$7K +$6.67K +80 New
FRA
311
Front Row Advisors
California
$6K +$5.34K +64 New
TL
312
TrueWealth LLC
Georgia
$6K +$5.59K +67 New
TCM
313
Tradewinds Capital Management
Washington
$5K
OWA
314
One Wealth Advisors
California
$5K +$4.25K +51 New
SWM
315
SeaCrest Wealth Management
New York
$5K +$4.25K +51 New
MOS
316
MGO One Seven
Ohio
$5K +$4.42K +53 New
Lazard Asset Management
317
Lazard Asset Management
New York
$5K +$5K +60 New
WWMSC
318
Wagner Wealth Management (South Carolina)
South Carolina
$4K
ASN
319
Advisory Services Network
Georgia
$4K +$584 +7 +22%
AF
320
Advisornet Financial
Minnesota
$4K +$3.42K +41 New
MCM
321
MV Capital Management
Maryland
$4K +$3.92K +47 New
FANJ
322
Financial Architects (New Jersey)
New Jersey
$3K
FFG
323
Ford Financial Group
California
$3K +$2.92K +35 New
HMS
324
Hanseatic Management Services
New Mexico
$2K -$834 -10 -34%
CIM
325
Contravisory Investment Management
Massachusetts
$2K