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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
301
Fieldpoint Private Securities
Connecticut
$42K +$34.4K +386 New
QCG
302
Quadrant Capital Group
Ohio
$41K
FCA
303
FinTrust Capital Advisors
South Carolina
$33K -$8.28K -93 -24%
PA
304
Parallel Advisors
California
$27K +$8.81K +99 +68%
OIA
305
Optimum Investment Advisors
Illinois
$22K
CAAS
306
Capital Asset Advisory Services
Michigan
$20K +$15.9K +179 New
CTFG
307
Capstone Triton Financial Group
Oklahoma
$20K +$16.5K +185 New
BCA
308
Berman Capital Advisors
Georgia
$19K
FHC
309
First Horizon Corporation
Tennessee
$19K +$15.8K +178 New
MRCM
310
M&R Capital Management
New Jersey
$18K
Fidelity Investments
311
Fidelity Investments
Massachusetts
$17K +$5.79K +65 +75%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$17K +$7.03K +79 +99%
NFG
313
Next Financial Group
Texas
$17K +$13.4K +151 New
TWM
314
Tradition Wealth Management
Minnesota
$15K +$12.3K +138 New
CWC
315
Carolinas Wealth Consulting
North Carolina
$14K -$1.69K -19 -13%
ASN
316
Advisory Services Network
Georgia
$14K
GKIM
317
GW&K Investment Management
Massachusetts
$14K
AIL
318
AGF Investments LLC
Ontario, Canada
$14K +$11.7K +132 New
CFD
319
Creative Financial Designs
Indiana
$12K
S
320
SignatureFD
Georgia
$11K +$2.14K +24 +31%
PAM
321
Panagora Asset Management
Massachusetts
$10K -$979 -11 -11%
MAM
322
Meeder Asset Management
Ohio
$10K +$2.23K +25 +37%
AssetMark Inc
323
AssetMark Inc
California
$9K +$5.34K +60 +273%
FBT
324
First Bank & Trust
South Dakota
$8K
TWA
325
TCI Wealth Advisors
Arizona
$8K