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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
326
Origin Asset Management
United Kingdom
$273K +$271K +1,939 New
MYIA
327
Mount Yale Investment Advisors
Colorado
$270K -$2.8K -20 -1%
SS
328
Simplicity Solutions
Minnesota
$270K +$268K +1,919 New
CAG
329
Csenge Advisory Group
Florida
$258K +$9.79K +70 +4%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$252K -$7.69K -55 -3%
FA
331
FDx Advisors
Illinois
$245K +$6.01K +43 +3%
RWA
332
Redhawk Wealth Advisors
Minnesota
$244K +$242K +1,733 New
DAS
333
Dynamic Advisor Solutions
Arizona
$243K +$241K +1,723 New
WCM
334
Weld Capital Management
New York
$242K -$1.3M -9,290 -84%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$238K +$6.43K +46 +3%
Canada Pension Plan Investment Board
336
Canada Pension Plan Investment Board
Ontario, Canada
$237K -$55.4K -396 -19%
KAS
337
Kestra Advisory Services
Texas
$237K -$11.6K -83 -5%
CP
338
Covenant Partners
Tennessee
$234K -$978 -7 -0.4%
WA
339
Wambolt & Associates
Colorado
$231K +$228K +1,628 New
EWM
340
Evercore Wealth Management
New York
$227K -$406K -2,901 -64%
PP
341
Paloma Partners
Connecticut
$226K -$4.51M -32,237 -95%
Vontobel Holding
342
Vontobel Holding
Switzerland
$225K +$224K +1,600 New
FMT
343
First Mercantile Trust
Tennessee
$223K -$12.3K -88 -5%
BFM
344
Boothbay Fund Management
New York
$222K +$220K +1,575 New
AIL
345
AGF Investments LLC
Ontario, Canada
$214K +$213K +1,522 New
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$212K +$210K +1,504 New
PWPS
347
Pinnacle Wealth Planning Services
Ohio
$207K +$205K +1,467 New
ICG
348
InterOcean Capital Group
Tennessee
$205K +$204K +1,457 New
BS
349
Banco Santander
Spain
$204K -$338K -2,418 -63%
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$199K +$119K +854 +151%