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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
CM
301
Capula Management
Cayman Islands
$439K -$171K -881 -29%
PHS
302
Pekin Hardy Strauss
Illinois
$439K -$332K -1,705 -45%
FHA
303
Flagship Harbor Advisors
Massachusetts
$434K -$12.6K -65 -3%
M&T Bank
304
M&T Bank
New York
$416K -$4.67K -24 -1%
NW
305
NewEdge Wealth
Pennsylvania
$401K +$14K +72 +4%
URS
306
Utah Retirement Systems
Utah
$396K
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$392K +$3.89K +20 +1%
HR
308
Hardy Reed
Mississippi
$386K +$361K +1,854 New
CFGS
309
Concourse Financial Group Securities
Alabama
$384K +$88.3K +454 +33%
LA
310
Lane & Associates
New Jersey
$382K +$5.64K +29 +2%
CTC
311
Cetera Trust Company
Minnesota
$378K
CM
312
CastleKnight Management
New York
$375K +$350K +1,800 New
GT
313
Greenleaf Trust
Michigan
$374K -$195 -1 -0.1%
EWM
314
Evercore Wealth Management
New York
$359K -$9.15K -47 -3%
NC
315
nVerses Capital
Florida
$354K +$331K +1,700 New
NCFG
316
New Century Financial Group
New Jersey
$349K +$326K +1,674 New
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$348K +$8.37K +43 +3%
HCA
318
Harbor Capital Advisors
Illinois
$345K -$26.9K -138 -8%
OC
319
Oppenheimer & Co
New York
$340K +$6.03K +31 +2%
William Blair & Company
320
William Blair & Company
Illinois
$339K +$317K +1,628 New
MAM
321
Martingale Asset Management
Massachusetts
$329K -$3.91M -20,082 -93%
CIM
322
Chiron Investment Management
New York
$325K -$158K -813 -34%
FBT
323
First Bank & Trust
South Dakota
$323K -$8.17K -42 -3%
VFA
324
Valeo Financial Advisors
Indiana
$317K -$19.5K -100 -6%
JSW
325
Journey Strategic Wealth
New Jersey
$311K +$22.6K +116 +8%