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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$775K
PC
302
Pier Capital
Connecticut
$754K +$550K +2,208 +141%
TF
303
TLWM Financial
Texas
$753K +$49.6K +199 +6%
DAS
304
Dynamic Advisor Solutions
Arizona
$745K +$146K +586 +19%
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$736K -$24.9K -100 -3%
TCPG
306
Trivant Custom Portfolio Group
California
$734K +$59.8K +240 +7%
FNBOH
307
First National Bank of Hutchinson
Kansas
$710K +$252K +1,012 +40%
IP
308
Isthmus Partners
Wisconsin
$697K -$92.2K -370 -10%
RA
309
Ransom Advisory
Rhode Island
$689K
I
310
InceptionR
California
$679K +$4.98K +20 +0.6%
Federated Hermes
311
Federated Hermes
Pennsylvania
$669K +$106K +425 +15%
SA
312
Sanctuary Advisors
Indiana
$661K -$94.7K -380 -10%
LFA
313
Legend Financial Advisors
Pennsylvania
$636K +$793K +3,182 New
HEIP
314
Hudson Edge Investment Partners
New Jersey
$630K -$17.2K -69 -2%
ZBNA
315
Zions Bancorporation, National Association
Utah
$629K +$785K +3,150 New
BPC
316
Banque Pictet & Cie
Switzerland
$624K +$778K +3,124 New
Baird Financial Group
317
Baird Financial Group
Wisconsin
$616K +$219K +879 +40%
FM
318
Foster & Motley
Ohio
$613K -$306K -1,229 -29%
MFG
319
Merit Financial Group
Georgia
$611K +$544K +2,183 +250%
Swedbank
320
Swedbank
Sweden
$599K
ORC
321
O'Rourke & Company
Massachusetts
$581K -$747 -3 -0.1%
ET
322
Entropy Technologies
New York
$581K -$496K -1,992 -41%
Aviva
323
Aviva
United Kingdom
$569K +$205K +821 +40%
P
324
Pitcairn
Pennsylvania
$569K +$12.5K +50 +2%
CCM
325
Coldstream Capital Management
Washington
$560K +$6.73K +27 +1%