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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$10K +$9.7K +109 New
HIM
302
Hillsdale Investment Management
Ontario, Canada
$9K
PCM
303
Prelude Capital Management
New York
$9K +$9.35K +105 New
CIA
304
CSat Investment Advisory
Michigan
$8K +$7.92K +89 New
AC
305
Avestar Capital
New York
$7K
ASN
306
Advisory Services Network
Georgia
$7K +$3.65K +41 +105%
NFG
307
Next Financial Group
Texas
$7K +$6.67K +75 New
LC
308
Lindbrook Capital
California
$6K
OFS
309
Orrstown Financial Services
Pennsylvania
$6K
VanEck Associates
310
VanEck Associates
New York
$6K
TCM
311
Tradewinds Capital Management
Washington
$5K
PCG
312
Private Capital Group
Connecticut
$4K +$3.56K +40 New
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$4K +$3.74K +42 New
AIM
314
Advantage Investment Management
Iowa
$3K
FPFS
315
First Personal Financial Services
North Carolina
$3K
GAM
316
Gemmer Asset Management
California
$3K
FHA
317
Flagship Harbor Advisors
Massachusetts
$3K +$89 +1 +2%
GWMIA
318
Global Wealth Management Investment Advisory
Florida
$3K +$3.38K +38 New
CI
319
CX Institutional
Indiana
$3K +$3.47K +39 New
S
320
SignatureFD
Georgia
$2K -$979 -11 -35%
AF
321
Allworth Financial
California
$2K
FRA
322
Front Row Advisors
California
$2K
PMFA
323
Plante Moran Financial Advisors
Michigan
$2K
BCA
324
Berman Capital Advisors
Georgia
$2K +$890 +10 +63%
BBHC
325
Brown Brothers Harriman & Co
New York
$2K +$2.14K +24 New