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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
301
TD Ameritrade Investment Management
Nebraska
$9K +$9.45K +124 New
PAM
302
Panagora Asset Management
Massachusetts
$8K -$12.2M -160,526 -100%
AF
303
Advisornet Financial
Minnesota
$8K
GRP
304
Global Retirement Partners
California
$8K
NFG
305
Next Financial Group
Texas
$6K
LC
306
Lindbrook Capital
California
$4K
TCM
307
Tradewinds Capital Management
Washington
$4K
S
308
SignatureFD
Georgia
$3K -$152 -2 -5%
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$3K
Bessemer Group
310
Bessemer Group
New Jersey
$3K +$3.51K +46 New
PMFA
311
Plante Moran Financial Advisors
Michigan
$2K
OPS
312
Orion Portfolio Solutions
Nebraska
$2K +$1.75K +23 New
GFPC
313
Global Financial Private Client
Florida
$1.79K +$1.83K +24 New
AF
314
Allworth Financial
California
$1K
BCA
315
Berman Capital Advisors
Georgia
$1K
FRA
316
Front Row Advisors
California
$1K
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$1K +$381 +5 +100%
SF
318
Synovus Financial
Georgia
$1K +$762 +10 New
BAM
319
Bellevue Asset Management
Washington
$1K +$991 +13 New
EI
320
Ellevest Inc
New York
$1K +$1.07K +14 New
CHA
321
Carmichael Hill & Associates
Maryland
$1K +$1.45K +19 New
HAM
322
Highstreet Asset Management
Ontario, Canada
$1K +$1.52K +20 New
WRF
323
Waddell & Reed Financial
Kansas
-$36.4M -454,018 Closed
CCMG
324
Clark Capital Management Group
Pennsylvania
-$19.4M -242,681 Closed
PFMOSF
325
Philadelphia Financial Management of San Francisco
California
-$13.5M -168,451 Closed