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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$135K +$10.1K +70 +10%
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$130K -$30.4K -210 -22%
AT
353
Arlington Trust
Alabama
$120K +$101K +699 New
KBC Group
354
KBC Group
Belgium
$109K +$14.6K +101 +19%
IPW
355
Impact Partnership Wealth
Georgia
$107K -$44.4K -307 -33%
GRP
356
Global Retirement Partners
California
$103K +$40.5K +280 +86%
QCG
357
Quadrant Capital Group
Ohio
$102K -$38.1K -263 -31%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$89K +$13.9K +96 +23%
AssetMark Inc
359
AssetMark Inc
California
$75.9K +$39.2K +271 +157%
SWS
360
SYSTM Wealth Solutions
Illinois
$74.9K +$63.4K +438 New
HFM
361
Harvest Fund Management
China
$73K
FHA
362
First Horizon Advisors
Tennessee
$55.2K
CAC
363
Core Alternative Capital
Georgia
$53.9K +$45.6K +315 New
TWM
364
Tradition Wealth Management
Minnesota
$40K +$145 +1 +0.4%
AF
365
Allworth Financial
California
$39.3K +$3.19K +22 +11%
HNB
366
Huntington National Bank
Ohio
$38.5K +$1.45K +10 +5%
GXJ
367
Global X Japan
Japan
$38.1K +$32.3K +223 New
Nomura Asset Management
368
Nomura Asset Management
Japan
$37.6K
LC
369
Lindbrook Capital
California
$32.3K +$1.01K +7 +4%
PSB
370
Piscataqua Savings Bank
New Hampshire
$30.8K
S
371
SignatureFD
Georgia
$30.3K +$7.24K +50 +39%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$30K -$2.46K -17 -9%
MRCM
373
M&R Capital Management
New Jersey
$29.1K
WOC
374
West Oak Capital
California
$29K
W
375
WealthCollab
Washington
$28.1K +$23.7K +164 New