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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
301
Trivant Custom Portfolio Group
California
$952K -$7.37K -26 -0.8%
I
302
InceptionR
California
$937K +$577K +2,038 +152%
Calamos Advisors
303
Calamos Advisors
Illinois
$911K
HEIP
304
Hudson Edge Investment Partners
New Jersey
$894K +$42.5K +150 +5%
DAS
305
Dynamic Advisor Solutions
Arizona
$871K +$26.6K +94 +3%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$867K +$415K +1,464 +88%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$858K +$877K +3,096 New
PAG
308
Private Advisory Group
Washington
$842K +$861K +3,039 New
Swedbank
309
Swedbank
Sweden
$832K
Federated Hermes
310
Federated Hermes
Pennsylvania
$811K -$37.7K -133 -4%
ORC
311
O'Rourke & Company
Massachusetts
$808K -$93.8K -331 -10%
VAS
312
Vestmark Advisory Solutions
Massachusetts
$802K +$309K +1,092 +61%
CGH
313
Crossmark Global Holdings
Texas
$797K -$84.4K -298 -9%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$784K +$288K +1,018 +56%
P
315
Pitcairn
Pennsylvania
$776K +$850 +3 +0.1%
IMRF
316
Illinois Municipal Retirement Fund
Illinois
$774K
CCM
317
Coldstream Capital Management
Washington
$770K -$5.67K -20 -0.7%
CL
318
Choreo LLC
Illinois
$765K -$477K -1,684 -38%
CFGS
319
Concourse Financial Group Securities
Alabama
$735K +$26.9K +95 +4%
ACP
320
Aviance Capital Partners
Florida
$735K -$216K -762 -22%
SAM
321
Securian Asset Management
Minnesota
$735K -$28.3K -100 -4%
HIS
322
Harvest Investment Services
Illinois
$733K +$749K +2,645 New
IB
323
Intrust Bank
Kansas
$721K +$13.6K +48 +2%
FNBOH
324
First National Bank of Hutchinson
Kansas
$705K +$721K +2,544 New
Commonwealth Equity Services
325
Commonwealth Equity Services
Massachusetts
$701K -$5.38K -19 -0.7%