We are live on ! Find out more
EVR icon

Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AIL
326
AGF Investments LLC
Ontario, Canada
$25K -$9.27K -86 -26%
OFS
327
Orrstown Financial Services
Pennsylvania
$24K -$32.1K -298 -56%
Loomis, Sayles & Company
328
Loomis, Sayles & Company
Massachusetts
$23K +$24.5K +227 New
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$22K +$754 +7 +3%
FHA
330
First Horizon Advisors
Tennessee
$21K
JCM
331
Jacobi Capital Management
Pennsylvania
$20K -$13.8K -128 -39%
CCMW
332
Cypress Capital Management (Wyoming)
Wyoming
$20K
PCP
333
Proficio Capital Partners
Massachusetts
$18K
TIM
334
Tortoise Investment Management
New York
$17K
SWA
335
Sutton Wealth Advisors
Florida
$11.5K
S
336
SignatureFD
Georgia
$10K
FMP
337
Financial Management Professionals
Texas
$10K +$10.7K +99 New
GP
338
Girard Partners
Pennsylvania
$10K +$10.8K +100 New
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10.8K +100 New
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$9K -$539 -5 -5%
AC
341
Avestar Capital
New York
$8K
PCM
342
Prelude Capital Management
New York
$8K +$8.19K +76 New
TCM
343
Tradewinds Capital Management
Washington
$6K
MCM
344
MV Capital Management
Maryland
$5K
SWM
345
SeaCrest Wealth Management
New York
$5K
AF
346
Advisornet Financial
Minnesota
$4K
ASN
347
Advisory Services Network
Georgia
$4K
FPFS
348
First Personal Financial Services
North Carolina
$4K
FHA
349
Flagship Harbor Advisors
Massachusetts
$4K
PCG
350
Private Capital Group
Connecticut
$4K