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Evercore
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
351
Gemmer Asset Management
Walnut Creek,
California
| – | -$10K | -135 | Closed |
|
352
Global Retirement Partners
San Rafael,
California
| – | -$8K | -110 | Closed |
|
|
GWMIA
353
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$335 | -5 | -50% |
|
|
HGWM
354
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$603 | +9 | New |
|