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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$246K +$242K +1,786 New
GT
302
Greenleaf Trust
Michigan
$246K +$136 +1 +0.1%
EWM
303
Evercore Wealth Management
New York
$244K
SCM
304
Shelton Capital Management
Colorado
$243K
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$236K +$3.94K +29 +2%
IFU
306
iSAM Funds (UK)
United Kingdom
$230K +$226K +1,668 New
CB
307
Commerce Bank
Missouri
$221K +$218K +1,605 New
OTL
308
Oak Thistle LLC
New York
$221K +$217K +1,601 New
KI
309
Kapitalo Investimentos
Brazil
$219K +$216K +1,591 New
HCPC
310
Hamilton Capital Partners (Canada)
$217K +$15.9K +117 +8%
D.E. Shaw & Co
311
D.E. Shaw & Co
New York
$207K +$204K +1,500 New
FBT
312
First Bank & Trust
South Dakota
$206K +$203K +1,493 New
QT
313
Quantamental Technologies
New York
$204K -$268K -1,971 -57%
JWM
314
Janiczek Wealth Management
Colorado
$203K +$2.31K +17 +1%
ICG
315
InterOcean Capital Group
Tennessee
$201K +$198K +1,457 New
SFO
316
Stokes Family Office
Louisiana
$201K +$198K +1,455 New
SPIA
317
Steward Partners Investment Advisory
New York
$198K -$44.5K -328 -19%
ETC
318
Exchange Traded Concepts
Oklahoma
$191K +$188K +1,386 New
PA
319
Parallel Advisors
California
$185K +$543 +4 +0.3%
WBC
320
Westpac Banking Corp
Australia
$179K +$176K +1,300 New
National Bank of Canada
321
National Bank of Canada
Quebec, Canada
$138K +$141K +1,040 New
DZ Bank
322
DZ Bank
Germany
$138K -$280K -2,066 -67%
BTI
323
Blue Trust Inc
Georgia
$135K +$88.2K +650 +148%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$134K +$2.31K +17 +2%
IPW
325
Impact Partnership Wealth
Georgia
$129K +$127K +933 New