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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
351
Osaic Holdings
Arizona
$706K -$170K -520 -18%
BIG
352
Brooklyn Investment Group
New York
$684K +$434K +1,324 +137%
JF
353
JMN Financial
Ohio
$681K +$16.4K +50 +2%
BFPW
354
BOK Financial Private Wealth
Colorado
$667K -$120K -367 -14%
HWM
355
HB Wealth Management
Georgia
$659K +$1.97K +6 +0.3%
JSW
356
Journey Strategic Wealth
New Jersey
$653K +$54K +165 +8%
BHC
357
Bull Harbor Capital
Maryland
$640K +$702K +2,143 New
SAI
358
Savvy Advisors Inc
New York
$632K +$64.5K +197 +10%
ACP
359
Aviance Capital Partners
Florida
$626K -$9.82K -30 -1%
M&T Bank
360
M&T Bank
New York
$622K -$481K -1,469 -41%
VT
361
Vise Technologies
New York
$615K
KCP
362
Kera Capital Partners
California
$614K -$12.1K -37 -2%
PP
363
PDT Partners
New York
$597K
SF
364
Summit Financial
New Jersey
$593K -$21.3K -65 -3%
FHA
365
Flagship Harbor Advisors
Massachusetts
$593K +$650K +1,986 New
Calamos Advisors
366
Calamos Advisors
Illinois
$583K +$639K +1,953 New
MML Investors Services
367
MML Investors Services
Massachusetts
$583K -$218K -666 -25%
URS
368
Utah Retirement Systems
Utah
$581K
WA
369
Waverly Advisors
Alabama
$570K +$301K +918 +93%
KPWS
370
Kestra Private Wealth Services
Texas
$566K +$620K +1,895 New
CL
371
Choreo LLC
Illinois
$565K +$11.8K +36 +2%
JCM
372
J2 Capital Management
Michigan
$559K
DnB Asset Management
373
DnB Asset Management
Norway
$557K +$611K +1,866 New
HR
374
Hardy Reed
Mississippi
$553K
MSRPS
375
Maryland State Retirement & Pension System
Maryland
$549K