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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
Optimum Investment Advisors
Illinois
$36K
TAIM
302
TD Ameritrade Investment Management
Nebraska
$35K +$33.7K +384 New
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$32K -$36K -410 -54%
AIS
304
AlphaOne Investment Services
Pennsylvania
$29K
FHA
305
First Horizon Advisors
Tennessee
$29K
FBT
306
First Bank & Trust
South Dakota
$25K -$135K -1,537 -85%
CAW
307
Cornerstone Advisors (Washington)
Washington
$25K +$966 +11 +4%
Loomis, Sayles & Company
308
Loomis, Sayles & Company
Massachusetts
$25K +$2.37K +27 +11%
PA
309
Parallel Advisors
California
$19K -$4.65K -53 -20%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$19K +$18.4K +209 New
CCMW
311
Cypress Capital Management (Wyoming)
Wyoming
$18K
OWA
312
One Wealth Advisors
California
$16K +$15.6K +178 New
CTC
313
Central Trust Company
Missouri
$14K +$13.2K +150 New
IWP
314
Icon Wealth Partners
Texas
$14K +$13.3K +152 New
MA
315
MUFG Americas
New York
$13K +$12.6K +144 New
HIM
316
Hillsdale Investment Management
Ontario, Canada
$9K -$445K -5,070 -98%
AQA
317
Alpha Quant Advisors
Texas
$7K
AC
318
Avestar Capital
New York
$7K
OFS
319
Orrstown Financial Services
Pennsylvania
$6K -$14.5K -165 -70%
LC
320
Lindbrook Capital
California
$6K
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$6K
VanEck Associates
322
VanEck Associates
New York
$6K +$5.97K +68 New
LPC
323
Loeb Partners Corp
New York
$5K
SWM
324
SeaCrest Wealth Management
New York
$5K
TCM
325
Tradewinds Capital Management
Washington
$5K