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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
376
Transcend Capital Advisors
New Jersey
$750K +$265K +773 +54%
Jane Street
377
Jane Street
New York
$748K -$9.71M -28,385 -93%
MIM
378
Morningstar Investment Management
Illinois
$748K
Lido Advisors
379
Lido Advisors
California
$741K +$331K +967 +80%
Prudential Financial
380
Prudential Financial
New Jersey
$738K -$1.47M -4,300 -67%
KCP
381
Kera Capital Partners
California
$731K +$28.4K +83 +4%
AF
382
Allworth Financial
California
$725K +$209K +610 +40%
WA
383
Waverly Advisors
Alabama
$696K +$43.5K +127 +7%
ACP
384
Aviance Capital Partners
Florida
$692K -$24K -70 -3%
DWM
385
Diversify Wealth Management
Utah
$689K -$90.7K -265 -12%
DAS
386
Diversify Advisory Services
Utah
$689K +$693K +2,025 New
HEIP
387
Hudson Edge Investment Partners
New Jersey
$686K +$228K +667 +50%
NAM
388
NorthCrest Asset Manangement
Minnesota
$684K +$278K +813 +68%
BFPW
389
BOK Financial Private Wealth
Colorado
$671K -$92.4K -270 -12%
SF
390
Summit Financial
New Jersey
$666K -$12.3K -36 -2%
URS
391
Utah Retirement Systems
Utah
$654K -$11.6K -34 -2%
KPWS
392
Kestra Private Wealth Services
Texas
$653K +$6.16K +18 +0.9%
SAI
393
Savvy Advisors Inc
New York
$651K -$71.5K -209 -10%
BAAM
394
Baker Avenue Asset Management
California
$649K +$87.9K +257 +16%
DnB Asset Management
395
DnB Asset Management
Norway
$645K +$7.87K +23 +1%
HW
396
Hancock Whitney
Mississippi
$643K -$1.85M -5,400 -74%
CTC
397
Cetera Trust Company
Minnesota
$638K +$17.1K +50 +3%
HR
398
Hardy Reed
Mississippi
$634K +$1.03K +3 +0.2%
CL
399
Choreo LLC
Illinois
$633K -$13.3K -39 -2%
IGAM
400
iA Global Asset Management
Quebec, Canada
$633K +$635K +1,855 New