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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
NEI
351
Northwest & Ethical Investments
Ontario, Canada
$579K
EWA
352
EverSource Wealth Advisors
Alabama
$579K +$73K +233 +16%
KCP
353
Kera Capital Partners
California
$574K +$82.4K +263 +18%
GT
354
Greenleaf Trust
Michigan
$572K -$9.4K -30 -2%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$569K +$68K +217 +15%
HIA
356
Harbor Investment Advisory
Maryland
$565K +$193K +615 +58%
DWM
357
Dakota Wealth Management
Florida
$558K +$280K +895 +118%
AWM
358
AE Wealth Management
Kansas
$551K -$157K -502 -24%
NP
359
NorthRock Partners
Minnesota
$541K +$196K +624 +64%
Jane Street
360
Jane Street
New York
$528K -$506K -1,615 -51%
DWM
361
Diversify Wealth Management
Utah
$504K -$33.5K -107 -6%
GLA
362
Great Lakes Advisors
Illinois
$504K -$3.76K -12 -0.8%
EI
363
Ethic Inc
New York
$492K +$42.6K +136 +10%
CFO
364
Callan Family Office
Pennsylvania
$492K +$5.64K +18 +1%
QCG
365
Quadrant Capital Group
Ohio
$491K +$7.83K +25 +2%
AV
366
Alamea Verwaltungs
New Jersey
$489K -$9.4K -30 -2%
Aviva
367
Aviva
United Kingdom
$487K -$161K -515 -26%
OF
368
Optimize Financial
California
$478K +$444K +1,416 New
BDFN
369
Bond & Devick Financial Network
Minnesota
$472K
JIC
370
Johnson Investment Counsel
Ohio
$471K +$438K +1,397 New
CPIG
371
Chicago Partners Investment Group
Illinois
$466K +$101K +322 +29%
Kovitz Investment Group Partners
372
Kovitz Investment Group Partners
Illinois
$462K +$429K +1,368 New
Cambridge Investment Research Advisors
373
Cambridge Investment Research Advisors
Iowa
$453K -$9.09K -29 -2%
NWAG
374
Net Worth Advisory Group
Utah
$450K -$22.2K -71 -5%
TRCT
375
Tower Research Capital (TRC)
New York
$448K -$597K -1,906 -59%