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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Clearstead Advisors
Ohio
$48K +$24.1K +165 +87%
HFM
377
Harvest Fund Management
China
$47K
FHA
378
First Horizon Advisors
Tennessee
$46K
QCG
379
Quadrant Capital Group
Ohio
$46K
APA
380
American Portfolios Advisors
New York
$42.7K -$3.94K -27 -8%
Fidelity Investments
381
Fidelity Investments
Massachusetts
$40K +$3.06K +21 +8%
CTC
382
Central Trust Company
Missouri
$37K -$5.83K -40 -13%
CMBA
383
C.M. Bidwell & Associates
Hawaii
$37K +$40.2K +276 New
Bessemer Group
384
Bessemer Group
New Jersey
$36K -$12K -82 -23%
EBA
385
Eagle Bay Advisors
New York
$35K -$2.04K -14 -5%
FCA
386
FinTrust Capital Advisors
South Carolina
$30K
CWS
387
Confluence Wealth Services
Pennsylvania
$25K +$27.1K +186 New
PSB
388
Piscataqua Savings Bank
New Hampshire
$24K -$2.92K -20 -10%
STCOSD
389
Sageworth Trust Company of South Dakota
South Dakota
$24K +$26.1K +179 New
MRCM
390
M&R Capital Management
New Jersey
$23K
MA
391
MUFG Americas
New York
$22K
HMS
392
Hanseatic Management Services
New Mexico
$21K
TWA
393
TCI Wealth Advisors
Arizona
$21K
TWM
394
Tradition Wealth Management
Minnesota
$19K
CWC
395
Carolinas Wealth Consulting
North Carolina
$16K -$1.46K -10 -8%
HNB
396
Huntington National Bank
Ohio
$16K +$10.6K +73 +155%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$14K
CT
398
Cambridge Trust
Massachusetts
$14K +$15.5K +106 New
S
399
SignatureFD
Georgia
$13K +$6.71K +46 +92%
LFG
400
Larson Financial Group
Missouri
$12K