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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
SSA
351
Schonfeld Strategic Advisors
New York
$336K +$316K +1,328 New
NWAG
352
Net Worth Advisory Group
Utah
$327K +$307K +1,291 New
HCPC
353
Hamilton Capital Partners (Canada)
$321K
IWP
354
Insight Wealth Partners
Texas
$310K +$13.1K +55 +5%
FTWA
355
Fifth Third Wealth Advisors
Ohio
$310K +$1.9K +8 +0.7%
RWM
356
Ritholtz Wealth Management
New York
$307K +$31.2K +131 +12%
SAM
357
Strategy Asset Managers
California
$307K +$288K +1,210 New
OAC
358
OMERS Administration Corp
Ontario, Canada
$304K +$286K +1,200 New
OTL
359
Oak Thistle LLC
New York
$298K +$280K +1,178 New
LTAS
360
Linden Thomas Advisory Services
North Carolina
$296K +$17.9K +75 +7%
BOSSRA
361
B.O.S.S. Retirement Advisors
Utah
$290K +$272K +1,144 New
UCFA
362
United Capital Financial Advisors
Texas
$283K +$266K +1,118 New
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$283K +$9.76K +41 +4%
MGP
364
Metis Global Partners
California
$281K -$25.5K -107 -9%
BAM
365
Belpointe Asset Management
Nevada
$271K +$254K +1,068 New
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$269K -$37.6K -158 -13%
FCG
367
Fielder Capital Group
Tennessee
$268K
BFG
368
Bleakley Financial Group
New Jersey
$262K +$6.43K +27 +3%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$262K +$22.4K +94 +10%
VFA
370
Valeo Financial Advisors
Indiana
$258K -$119K -500 -33%
KBC Group
371
KBC Group
Belgium
$258K +$24.8K +104 +11%
BMCM
372
Burns Matteson Capital Management
New York
$255K +$3.81K +16 +2%
STA
373
Summit Trail Advisors
New York
$254K +$239K +1,004 New
CC
374
Courier Capital
New York
$253K
HWMO
375
Heritage Wealth Management (Ohio)
Ohio
$253K