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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Wambolt & Associates
Colorado
$369K +$87.3K +599 +28%
AA
302
ALPS Advisors
Colorado
$364K -$18.2M -124,946 -98%
KFA
303
Krane Funds Advisors
New York
$363K -$56.4K -387 -13%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$361K +$27.1K +186 +8%
M&T Bank
305
M&T Bank
New York
$358K +$19.2K +132 +5%
JCIA
306
Jackson Creek Investment Advisors
Colorado
$352K +$377K +2,588 New
CCM
307
Coldstream Capital Management
Washington
$348K +$373K +2,560 New
WHG
308
Westwood Holdings Group
Texas
$345K -$10.7M -73,088 -97%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$338K +$138K +944 +62%
VF
310
Virtu Financial
New York
$336K +$360K +2,470 New
SP
311
Symmetry Partners
Connecticut
$335K
RC
312
RegentAtlantic Capital
New Jersey
$334K +$358K +2,456 New
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$329K +$99.2K +680 +39%
CANY
314
Caxton Associates (New York)
New York
$325K
PAMS
315
Pictet Asset Management (Switzerland)
Switzerland
$311K -$100K -686 -23%
ZB
316
Zions Bancorporation
Utah
$306K +$18.5K +127 +6%
AWM
317
AE Wealth Management
Kansas
$302K +$324K +2,221 New
GCM
318
Graham Capital Management
Connecticut
$296K +$318K +2,179 New
CW
319
CreativeOne Wealth
Kansas
$294K +$64.3K +441 +26%
TRCT
320
Tower Research Capital (TRC)
New York
$292K -$97.5K -669 -24%
SCA
321
Snowden Capital Advisors
New York
$291K -$79.5K -545 -20%
RHJA
322
Rice Hall James & Associates
California
$288K
DAS
323
Dynamic Advisor Solutions
Arizona
$287K +$58.3K +400 +23%
SCM
324
Shelton Capital Management
Colorado
$285K -$37K -254 -11%
CCIA
325
Campbell & Co Investment Adviser
Maryland
$285K +$36.5K +250 +14%