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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
301
Dynamic Advisor Solutions
Arizona
$1.1M -$243K -774 -19%
LFA
302
Legend Financial Advisors
Pennsylvania
$1.09M +$12.5K +40 +1%
Osaic Holdings
303
Osaic Holdings
Arizona
$1.07M +$264K +841 +35%
HEIP
304
Hudson Edge Investment Partners
New Jersey
$1.07M -$62K -198 -6%
AI
305
Atria Investments
North Carolina
$1.05M +$531K +1,696 +119%
ZBNA
306
Zions Bancorporation, National Association
Utah
$1.05M +$19.4K +62 +2%
EMAM
307
Encompass More Asset Management
California
$1.03M +$960K +3,063 New
CCM
308
Coldstream Capital Management
Washington
$1.02M +$55.5K +177 +6%
Swedbank
309
Swedbank
Sweden
$1.01M
PCM
310
PenderFund Capital Management
British Columbia, Canada
$1.01M +$940K +3,000 New
BPC
311
Banque Pictet & Cie
Switzerland
$982K -$5.64K -18 -0.6%
IB
312
Intrust Bank
Kansas
$978K -$5.33K -17 -0.6%
SAM
313
Securian Asset Management
Minnesota
$975K +$43.6K +139 +5%
ORC
314
O'Rourke & Company
Massachusetts
$948K -$50.8K -162 -5%
KF
315
Krilogy Financial
Missouri
$947K +$977K +3,119 New
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$906K -$23.5K -75 -3%
VAS
317
Vestmark Advisory Solutions
Massachusetts
$897K -$773K -2,466 -48%
BFPW
318
BOK Financial Private Wealth
Colorado
$892K -$25.7K -82 -3%
VA
319
Vident Advisory
Georgia
$888K +$28.8K +92 +4%
ET
320
Entropy Technologies
New York
$877K +$815K +2,600 New
SCM
321
Sterling Capital Management
North Carolina
$846K -$68.6K -219 -8%
EH
322
Equitable Holdings
New York
$814K +$25.1K +80 +3%
CGH
323
Crossmark Global Holdings
Texas
$763K +$13.5K +43 +2%
KeyBank National Association
324
KeyBank National Association
Ohio
$724K +$3.76K +12 +0.6%
ACP
325
Aviance Capital Partners
Florida
$718K -$75.2K -240 -10%