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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
326
Marino Stram & Associates
Massachusetts
$5K +$615 +7 +13%
WCM
327
Whitener Capital Management
North Carolina
$5K +$5.27K +60 New
ASN
328
Advisory Services Network
Georgia
$4K
FPFS
329
First Personal Financial Services
North Carolina
$4K
AIM
330
Advantage Investment Management
Iowa
$4K +$351 +4 +11%
S
331
SignatureFD
Georgia
$3K -$1.93K -22 -42%
FHA
332
Flagship Harbor Advisors
Massachusetts
$3K
GAM
333
Gemmer Asset Management
California
$3K
CYG
334
Clean Yield Group
Vermont
$3K +$3.07K +35 New
SCM
335
Shelton Capital Management
Colorado
$2.94K -$234K -2,669 -91%
FRA
336
Front Row Advisors
California
$2K
PMFA
337
Plante Moran Financial Advisors
Michigan
$2K
AF
338
Allworth Financial
California
$2K +$351 +4 +29%
HNB
339
Huntington National Bank
Ohio
$1K -$3.25K -37 -76%
BCA
340
Berman Capital Advisors
Georgia
$1K
WCM
341
WealthBridge Capital Management
Ohio
$1K +$176 +2 +20%
CRCP
342
Copper Rock Capital Partners
Massachusetts
-$15.8M -223,844 Closed
EGM
343
Engineers Gate Manager
New York
-$4.11M -57,437 Closed
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
-$4.96M -56,524 Closed
PCM
345
Prana Capital Management
Connecticut
-$2.25M -31,400 Closed
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
-$2.2M -30,784 Closed
VIA
347
Vident Investment Advisory
Georgia
-$1.94M -27,035 Closed
Voloridge Investment Management
348
Voloridge Investment Management
Florida
-$1.88M -26,264 Closed
IA
349
IndexIQ Advisors
New York
-$1.72M -24,096 Closed
AU
350
Algebris (UK)
United Kingdom
-$1.32M -18,500 Closed