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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
351
Argonautica Private Wealth Management
Massachusetts
$615K -$41.1K -128 -7%
FCM
352
Fieldview Capital Management
Michigan
$608K +$185K +575 +47%
CB
353
Commerce Bank
Missouri
$605K -$643 -2 -0.1%
EWA
354
EverSource Wealth Advisors
Alabama
$604K +$18.6K +58 +3%
DWM
355
Diversify Wealth Management
Utah
$603K -$10.3K -32 -2%
NA
356
NewEdge Advisors
Louisiana
$592K +$250K +778 +81%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$589K +$20.6K +64 +4%
EF
358
Empowered Funds
Pennsylvania
$588K +$192K +598 +53%
EWM
359
Evercore Wealth Management
New York
$585K
HIM
360
Hanlon Investment Management
New Jersey
$581K -$36K -112 -6%
DWM
361
Dakota Wealth Management
Florida
$581K +$17.4K +54 +3%
GT
362
Greenleaf Trust
Michigan
$579K +$1.29K +4 +0.2%
Jones Financial Companies
363
Jones Financial Companies
Missouri
$579K +$142K +441 +35%
EWA
364
EP Wealth Advisors
California
$578K +$546K +1,698 New
NWAG
365
Net Worth Advisory Group
Utah
$562K +$102K +318 +24%
HIA
366
Harbor Investment Advisory
Maryland
$560K -$9.64K -30 -2%
CPIG
367
Chicago Partners Investment Group
Illinois
$560K +$31.5K +98 +7%
PWS
368
Precision Wealth Strategies
Missouri
$531K -$153K -475 -23%
NEI
369
Northwest & Ethical Investments
Ontario, Canada
$526K -$54K -168 -10%
RWM
370
Ritholtz Wealth Management
New York
$512K +$73.6K +229 +18%
ECA
371
Elevated Capital Advisors
Utah
$511K +$124K +387 +35%
CFO
372
Callan Family Office
Pennsylvania
$509K +$12.2K +38 +3%
Jane Street
373
Jane Street
New York
$509K -$22.2K -69 -4%
HSBC Holdings
374
HSBC Holdings
United Kingdom
$508K -$2.27M -7,075 -83%
BRWA
375
B. Riley Wealth Advisors
Florida
$507K +$479K +1,491 New