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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$112K +$107K +1,029 New
CFB
302
Cullen/Frost Bankers
Texas
$109K
SOW
303
State of Wyoming
Wyoming
$104K -$142K -1,360 -59%
EWA
304
EverSource Wealth Advisors
Alabama
$101K +$11K +105 +13%
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$99K -$5.32K -51 -5%
BTI
306
Blue Trust Inc
Georgia
$82K +$82.1K +787 +382%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$77.6K -$86.6K -830 -54%
AP
308
Arlington Partners
Alabama
$76.2K
IA
309
IFP Advisors
Florida
$68K -$23.5K -225 -31%
GTCM
310
Gyon Technologies Capital Management
New Jersey
$67K +$64.1K +614 New
PFBT
311
Parkside Financial Bank & Trust
Missouri
$60.3K +$6.47K +62 +13%
TPCW
312
TD Private Client Wealth
New York
$60K +$22K +211 +62%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$58K +$42.6K +408 +319%
QCG
314
Quadrant Capital Group
Ohio
$56.8K +$21.1K +202 +63%
VFA
315
Virtus Fund Advisers
Connecticut
$51.9K +$49.7K +476 New
IAIM
316
Industrial Alliance Investment Management
Quebec, Canada
$51K +$28.4K +272 +137%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$45K +$17.5K +168 +70%
HFM
318
Harvest Fund Management
China
$38K
DSC
319
Duncker Streett & Co
Missouri
$36.8K +$35.2K +337 New
NA
320
NewEdge Advisors
Louisiana
$35.2K +$34.1K +327 New
FHA
321
First Horizon Advisors
Tennessee
$33.4K -$47.8K -458 -60%
FCA
322
FinTrust Capital Advisors
South Carolina
$31.1K
TCWA
323
Ten Capital Wealth Advisors
Washington
$30K
MAM
324
Meeder Asset Management
Ohio
$28.8K -$232K -2,223 -89%
TWA
325
TCI Wealth Advisors
Arizona
$26.1K -$11.4K -109 -31%