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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
326
Optimum Investment Advisors
Illinois
$42K
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$38K -$18.4K -178 -33%
GFP
328
Gryphon Financial Partners
Ohio
$38K -$722 -7 -2%
AIS
329
AlphaOne Investment Services
Pennsylvania
$37K
AIL
330
AGF Investments LLC
Ontario, Canada
$36K -$15.4K -149 -31%
JCM
331
Jacobi Capital Management
Pennsylvania
$35K +$206 +2 +0.6%
AW
332
Alpha Windward
Massachusetts
$31K -$6.81K -66 -18%
CAW
333
Cornerstone Advisors (Washington)
Washington
$28K
RCAG
334
Rehmann Capital Advisory Group
Michigan
$26.8K -$722 -7 -3%
FHA
335
First Horizon Advisors
Tennessee
$22K
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$22K +$7.32K +71 +52%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$22K +$21.8K +211 New
CCMW
338
Cypress Capital Management (Wyoming)
Wyoming
$21K
PCP
339
Proficio Capital Partners
Massachusetts
$18K
TIM
340
Tortoise Investment Management
New York
$18K
PA
341
Parallel Advisors
California
$16K +$16.5K +160 New
IWP
342
Icon Wealth Partners
Texas
$13K +$12.6K +122 New
SWA
343
Sutton Wealth Advisors
Florida
$12K -$46K -446 -80%
S
344
SignatureFD
Georgia
$11K +$9.49K +92 +836%
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$10K -$516 -5 -5%
AIM
346
Advantage Investment Management
Iowa
$9K
AC
347
Avestar Capital
New York
$8K
CF
348
Centaurus Financial
California
$7K +$7.32K +71 New
TCM
349
Tradewinds Capital Management
Washington
$6K
MCM
350
MV Capital Management
Maryland
$5K