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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
326
Aviva
United Kingdom
$448K +$421K +1,769 New
EWM
327
Evercore Wealth Management
New York
$436K
JFG
328
Jefferies Financial Group
New York
$433K +$407K +1,709 New
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$422K +$334K +1,403 +535%
IIM
330
INTECH Investment Management
Florida
$421K -$931K -3,910 -70%
NCFG
331
New Century Financial Group
New Jersey
$410K -$12.9K -54 -3%
William Blair & Company
332
William Blair & Company
Illinois
$405K -$6.9K -29 -2%
EWA
333
EP Wealth Advisors
California
$404K +$380K +1,596 New
MCM
334
Manchester Capital Management
Vermont
$400K +$159K +669 +74%
IC
335
IEQ Capital
California
$397K +$373K +1,566 New
CIM
336
Chiron Investment Management
New York
$394K
Toronto Dominion Bank
337
Toronto Dominion Bank
Ontario, Canada
$393K +$98.3K +413 +36%
FBT
338
First Bank & Trust
South Dakota
$392K
D.E. Shaw & Co
339
D.E. Shaw & Co
New York
$380K +$357K +1,500 New
BTI
340
Blue Trust Inc
Georgia
$379K +$114K +479 +36%
JSW
341
Journey Strategic Wealth
New Jersey
$379K +$476 +2 +0.1%
PHS
342
Pekin Hardy Strauss
Illinois
$374K -$150K -630 -30%
PA
343
Parallel Advisors
California
$361K -$1.67K -7 -0.5%
KCM
344
Kendall Capital Management
Maryland
$358K -$248K -1,040 -42%
SCM
345
Shelton Capital Management
Colorado
$355K -$10.9K -46 -3%
Renaissance Technologies
346
Renaissance Technologies
New York
$355K -$2.52M -10,600 -88%
BDFN
347
Bond & Devick Financial Network
Minnesota
$355K
SCM
348
Sterling Capital Management
North Carolina
$347K +$326K +1,368 New
I
349
InceptionR
California
$340K +$319K +1,342 New
SAM
350
Shell Asset Management
Netherlands
$339K +$319K +1,339 New