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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
301
Argonautica Private Wealth Management
Massachusetts
$279K
YMRC
302
Yorktown Management & Research Company
Virginia
$274K
II
303
Inspire Investing
Idaho
$273K +$26.6K +214 +10%
LG
304
Leuthold Group
Minnesota
$271K -$17.9K -144 -6%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$266K -$17.8K -143 -6%
Tudor Investment Corp
306
Tudor Investment Corp
Connecticut
$265K +$286K +2,299 New
TCG
307
Tremblant Capital Group
Florida
$262K +$7.21K +58 +3%
KeyBank National Association
308
KeyBank National Association
Ohio
$259K +$280K +2,249 New
CM
309
Capula Management
Cayman Islands
$257K -$603K -4,855 -69%
IB
310
Intrust Bank
Kansas
$256K +$14.5K +117 +6%
HCPC
311
Hamilton Capital Partners (Canada)
$253K -$250K -2,010 -48%
HighTower Advisors
312
HighTower Advisors
Illinois
$251K +$267K +2,145 New
LA
313
Lane & Associates
New Jersey
$246K +$265K +2,135 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$238K +$190K +1,530 +285%
NW
315
NewEdge Wealth
Pennsylvania
$232K +$12.7K +102 +5%
VAS
316
Vestmark Advisory Solutions
Massachusetts
$232K +$16.8K +135 +7%
URS
317
Utah Retirement Systems
Utah
$231K
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$228K -$281K -2,261 -53%
PI
319
PFS Investments
Georgia
$228K +$250K +2,014 New
BAM
320
Belpointe Asset Management
Nevada
$227K +$117K +938 +91%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$226K +$6.96K +56 +3%
DA
322
Duality Advisers
Florida
$217K -$73.3K -590 -24%
PCMC
323
Paragon Capital Management (Colorado)
Colorado
$217K -$994 -8 -0.4%
SCM
324
Shelton Capital Management
Colorado
$213K
FBT
325
First Bank & Trust
South Dakota
$206K +$222K +1,787 New