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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
301
Vestmark Advisory Solutions
Massachusetts
$258K +$8.86K +77 +4%
FC
302
FORA Capital
Florida
$252K -$192K -1,665 -45%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$250K +$6.67K +58 +3%
URS
304
Utah Retirement Systems
Utah
$247K
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$246K -$82.7K -719 -27%
MFS
306
Mirabella Financial Services
United Kingdom
$242K +$225K +1,955 New
Creative Planning
307
Creative Planning
Kansas
$232K +$216K +1,874 New
CM
308
Capula Management
Cayman Islands
$222K -$49.4K -429 -19%
GT
309
Greenleaf Trust
Michigan
$220K +$1.84K +16 +0.9%
EWM
310
Evercore Wealth Management
New York
$218K +$203K +1,767 New
SPIA
311
Steward Partners Investment Advisory
New York
$218K +$5.41K +47 +3%
EP
312
Edgestream Partners
New Jersey
$218K +$203K +1,764 New
SCM
313
Shelton Capital Management
Colorado
$218K -$9.55K -83 -5%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$215K +$200K +1,737 New
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$208K -$34.5K -300 -15%
CAG
316
Csenge Advisory Group
Florida
$203K +$189K +1,642 New
JFG
317
Jefferies Financial Group
New York
$203K +$189K +1,641 New
CIC
318
Cornercap Investment Counsel
Georgia
$201K +$188K +1,630 New
ACM
319
Aquatic Capital Management
Illinois
$198K -$966K -8,400 -84%
HCPC
320
Hamilton Capital Partners (Canada)
$180K -$85.1K -740 -34%
JWM
321
Janiczek Wealth Management
Colorado
$179K +$2.99K +26 +2%
PA
322
Parallel Advisors
California
$165K -$12.8K -111 -8%
Simplex Trading
323
Simplex Trading
Illinois
$156K +$86.7K +754 +146%
TAIM
324
TD Ameritrade Investment Management
Nebraska
$152K -$18.6K -162 -12%
SOW
325
State of Wyoming
Wyoming
$120K +$21.1K +183 +23%