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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
326
Tortoise Investment Management
New York
$15K +$15.8K +168 New
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$12K -$17.6K -187 -58%
PCM
328
Prelude Capital Management
New York
$12K +$12.5K +133 New
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$9K -$942 -10 -9%
Group One Trading
330
Group One Trading
Illinois
$9K +$9.42K +100 New
AIM
331
Advantage Investment Management
Iowa
$8K
AC
332
Avestar Capital
New York
$6K
VFA
333
Valeo Financial Advisors
Indiana
$6K +$6.88K +73 New
MOS
334
MGO One Seven
Ohio
$5K
TCM
335
Tradewinds Capital Management
Washington
$5K
AF
336
Advisornet Financial
Minnesota
$4K
MCM
337
MV Capital Management
Maryland
$4K
SWM
338
SeaCrest Wealth Management
New York
$4K
ASN
339
Advisory Services Network
Georgia
$3K
PFBT
340
Parkside Financial Bank & Trust
Missouri
$3K +$659 +7 +30%
HMS
341
Hanseatic Management Services
New Mexico
$2K
RWA
342
Ropes Wealth Advisors
Massachusetts
$2K +$1.88K +20 New
PMFA
343
Plante Moran Financial Advisors
Michigan
$2K +$2.07K +22 New
JA
344
JOYN Advisors
Georgia
$2K +$2.26K +24 New
APP
345
Avantax Planning Partners
Iowa
$2K +$2.45K +26 New
APA
346
American Portfolios Advisors
New York
$1.83K
FGC
347
Financial Gravity Companies
Texas
$1K -$942 -10 -48%
QCG
348
Quadrant Capital Group
Ohio
$1K
WF
349
WealthTrust Fairport
Ohio
$1K +$848 +9 New
FGAM
350
Financial Gravity Asset Management
Texas
$1K +$1.04K +11 New