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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$311K +$290K +1,490 New
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$306K -$18.1K -93 -6%
GIA
328
Gateway Investment Advisers
Ohio
$305K +$285K +1,463 New
SCM
329
Shelton Capital Management
Colorado
$302K -$15.4K -79 -5%
PA
330
Parallel Advisors
California
$298K -$13.6K -70 -5%
JWM
331
Janiczek Wealth Management
Colorado
$297K -$1.75K -9 -0.6%
BDFN
332
Bond & Devick Financial Network
Minnesota
$292K
CIC
333
Cornercap Investment Counsel
Georgia
$291K
OAM
334
Oppenheimer Asset Management
New York
$272K +$254K +1,306 New
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$270K +$252K +1,294 New
HCPC
336
Hamilton Capital Partners (Canada)
$264K -$79.8K -410 -24%
PCM
337
Prelude Capital Management
New York
$260K -$105K -540 -30%
BTI
338
Blue Trust Inc
Georgia
$258K +$63.8K +328 +32%
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$254K
MGP
340
Metis Global Partners
California
$254K
FTWA
341
Fifth Third Wealth Advisors
Ohio
$253K +$236K +1,214 New
Walleye Trading
342
Walleye Trading
New York
$250K +$173K +889 +286%
IWP
343
Insight Wealth Partners
Texas
$243K +$227K +1,168 New
MFS
344
Mirabella Financial Services
United Kingdom
$239K -$779K -4,002 -78%
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$237K +$136K +699 +159%
PAS
346
Park Avenue Securities
New York
$237K -$247K -1,268 -53%
LTAS
347
Linden Thomas Advisory Services
North Carolina
$228K +$7.59K +39 +4%
IPW
348
Impact Partnership Wealth
Georgia
$226K +$93.4K +480 +79%
RWM
349
Ritholtz Wealth Management
New York
$226K +$211K +1,082 New
EWA
350
EverSource Wealth Advisors
Alabama
$225K +$3.89K +20 +2%