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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
301
Argonautica Private Wealth Management
Massachusetts
$603K +$2.38K +10 +0.4%
WG
302
Winton Group
United Kingdom
$602K +$566K +2,377 New
YMRC
303
Yorktown Management & Research Company
Virginia
$602K
Osaic Holdings
304
Osaic Holdings
Arizona
$589K +$29.3K +123 +6%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$583K
Envestnet Portfolio Solutions
306
Envestnet Portfolio Solutions
Illinois
$580K -$2.86K -12 -0.5%
SG Americas Securities
307
SG Americas Securities
New York
$563K +$529K +2,224 New
M&T Bank
308
M&T Bank
New York
$544K +$35.5K +149 +7%
DWM
309
Diversify Wealth Management
Utah
$544K -$29.5K -124 -6%
MYIA
310
Mount Yale Investment Advisors
Colorado
$541K -$2.86K -12 -0.6%
JF
311
Jump Financial
Illinois
$535K +$502K +2,110 New
FHA
312
Flagship Harbor Advisors
Massachusetts
$525K -$2.62K -11 -0.5%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$519K -$159K -667 -25%
WSFS
314
Wilmington Savings Fund Society
Delaware
$512K +$481K +2,020 New
MM
315
MQS Management
New York
$509K +$478K +2,008 New
NW
316
NewEdge Wealth
Pennsylvania
$506K +$17.6K +74 +4%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$502K +$24K +101 +5%
XT
318
XTX Topco
Cayman Islands
$501K -$415K -1,745 -47%
URS
319
Utah Retirement Systems
Utah
$481K
HR
320
Hardy Reed
Mississippi
$470K
CTC
321
Cetera Trust Company
Minnesota
$460K
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$459K +$80.9K +340 +23%
TRCT
323
Tower Research Capital (TRC)
New York
$457K +$189K +793 +78%
VAS
324
Vestmark Advisory Solutions
Massachusetts
$457K -$279K -1,171 -39%
GT
325
Greenleaf Trust
Michigan
$454K