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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
326
Focus Partners Advisor Solutions
Missouri
$623K +$196K +889 +63%
JSW
327
Journey Strategic Wealth
New Jersey
$601K +$150K +682 +44%
CGH
328
Crossmark Global Holdings
Texas
$599K -$71.5K -325 -13%
PI
329
PineBridge Investments
New York
$586K -$8.18M -37,179 -94%
SF
330
Summit Financial
New Jersey
$581K +$133K +603 +39%
FHA
331
Flagship Harbor Advisors
Massachusetts
$578K +$80.3K +365 +21%
AWM
332
AE Wealth Management
Kansas
$576K -$13.6M -61,735 -97%
KeyBank National Association
333
KeyBank National Association
Ohio
$576K +$139K +634 +42%
SOW
334
State of Wyoming
Wyoming
$571K +$349K +1,585 +298%
DWM
335
Diversify Wealth Management
Utah
$550K -$27.9K -127 -7%
PP
336
PDT Partners
New York
$540K +$440K +2,000 New
Aviva
337
Aviva
United Kingdom
$529K -$196K -893 -31%
URS
338
Utah Retirement Systems
Utah
$526K +$10.6K +48 +3%
APWM
339
Argonautica Private Wealth Management
Massachusetts
$522K -$66.6K -303 -14%
CB
340
Commerce Bank
Missouri
$503K +$14.5K +66 +4%
HR
341
Hardy Reed
Mississippi
$501K
AAS
342
Avantax Advisory Services
Texas
$497K +$405K +1,842 New
CTC
343
Cetera Trust Company
Minnesota
$491K +$22K +100 +6%
FRM
344
Fox Run Management
Connecticut
$470K -$229K -1,039 -37%
GT
345
Greenleaf Trust
Michigan
$466K -$11.9K -54 -3%
EWM
346
Evercore Wealth Management
New York
$464K
M&T Bank
347
M&T Bank
New York
$460K +$39.1K +178 +12%
NEI
348
Northwest & Ethical Investments
Ontario, Canada
$458K +$374K +1,700 New
HCPC
349
Hamilton Capital Partners (Canada)
$456K +$92.2K +419 +33%
WWM
350
Waterway Wealth Management
Texas
$456K -$553K -2,513 -60%