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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
Summit Financial
New Jersey
$712K -$12.5K -40 -2%
MOS
327
MGO One Seven
Ohio
$709K +$658K +2,101 New
HWM
328
HB Wealth Management
Georgia
$703K +$226K +722 +53%
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$702K +$652K +2,080 New
SG Americas Securities
330
SG Americas Securities
New York
$701K -$148K -472 -19%
XT
331
XTX Topco
Cayman Islands
$700K +$651K +2,076 New
PC
332
Pier Capital
Connecticut
$699K -$506K -1,614 -44%
SAI
333
Savvy Advisors Inc
New York
$698K +$160K +510 +33%
P
334
Pitcairn
Pennsylvania
$687K -$118K -375 -16%
PWS
335
Precision Wealth Strategies
Missouri
$687K +$638K +2,036 New
JSW
336
Journey Strategic Wealth
New Jersey
$685K -$61.1K -195 -9%
PP
337
PDT Partners
New York
$675K
CL
338
Choreo LLC
Illinois
$672K -$197K -629 -24%
FHA
339
Flagship Harbor Advisors
Massachusetts
$670K -$48.9K -156 -7%
JF
340
Jump Financial
Illinois
$659K +$612K +1,953 New
URS
341
Utah Retirement Systems
Utah
$657K
APWM
342
Argonautica Private Wealth Management
Massachusetts
$653K
HR
343
Hardy Reed
Mississippi
$625K
MSRPS
344
Maryland State Retirement & Pension System
Maryland
$620K +$51.1K +163 +10%
HIM
345
Hanlon Investment Management
New Jersey
$614K +$570K +1,820 New
CTC
346
Cetera Trust Company
Minnesota
$614K
CB
347
Commerce Bank
Missouri
$600K -$26K -83 -4%
SLAM
348
Swiss Life Asset Management
$600K +$265K +845 +90%
CG
349
Caprock Group
Idaho
$589K +$573K +1,827 New
EWM
350
Evercore Wealth Management
New York
$580K