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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Caprock Group
Idaho
$235K +$218K +1,782 New
KAS
327
Kestra Advisory Services
Texas
$233K +$216K +1,766 New
CAG
328
Csenge Advisory Group
Florida
$230K -$94.1K -771 -31%
LIA
329
LS Investment Advisors
Michigan
$227K -$36.4K -298 -15%
FA
330
FDx Advisors
Illinois
$224K +$207K +1,698 New
FMT
331
First Mercantile Trust
Tennessee
$220K -$7.08K -58 -3%
CP
332
Covenant Partners
Tennessee
$220K +$204K +1,671 New
DT
333
Diversified Trust
Tennessee
$218K -$37.5K -307 -16%
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$217K +$8.67K +71 +5%
TI
335
Trexquant Investment
Connecticut
$214K +$199K +1,626 New
FIM
336
Freedom Investment Management
Connecticut
$210K -$59.1K -484 -23%
CI
337
Cigna Investments
Connecticut
$208K +$193K +1,580 New
CS
338
Cannell & Spears
New York
$203K -$43.8K -359 -19%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$182K -$39.3K -322 -19%
AIC
340
Ameritas Investment Company
Nebraska
$161K +$150K +1,225 New
AP
341
Arlington Partners
Alabama
$143K +$133K +1,086 New
CFB
342
Cullen/Frost Bankers
Texas
$132K
PAM
343
Panagora Asset Management
Massachusetts
$130K +$110K +898 +976%
CFGS
344
Concourse Financial Group Securities
Alabama
$121K +$4.4K +36 +4%
SWM
345
Spire Wealth Management
Virginia
$108K +$102K +833 New
PA
346
Parallel Advisors
California
$107K +$69.1K +566 +231%
SFSIG
347
San Francisco Sentry Investment Group
California
$105K
MC
348
Maverick Capital
Texas
$97K +$89.6K +734 New
FF
349
FourThought Financial
Florida
$76K -$6.11K -50 -8%
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$74K +$49.6K +406 +255%