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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
MC
376
Machina Capital
France
$11.5K +$12.4K +100 New
LFG
377
Larson Financial Group
Missouri
$10.3K – – –
Loomis, Sayles & Company
378
Loomis, Sayles & Company
Massachusetts
$10K +$10.6K +85 New
S
379
SignatureFD
Georgia
$9.69K -$3.6K -29 -26%
DSC
380
Duncker Streett & Co
Missouri
$9.46K -$31.7K -255 -76%
First Manhattan
381
First Manhattan
New York
$9.23K – – –
MCM
382
Manchester Capital Management
Vermont
$8.77K – – –
SIC
383
Salem Investment Counselors
North Carolina
$8.65K – – –
RFG
384
RFP Financial Group
Georgia
$7.5K – – –
QC
385
Quent Capital
New York
$7.14K +$124 +1 +2%
TCM
386
Tradewinds Capital Management
Washington
$6.35K – – –
CHA
387
Carmichael Hill & Associates
Maryland
$5.65K – – –
HT
388
Headlands Technologies
Illinois
$5.65K +$6.09K +49 New
GFPC
389
Global Financial Private Client
Florida
$5.08K – – –
CFO
390
CVA Family Office
Colorado
$4.62K – – –
IA
391
IFP Advisors
Florida
$4.32K -$56.7K -456 -92%
CTC
392
Central Trust Company
Missouri
$3.92K – – –
LF
393
Lee Financial
Texas
$3.81K +$3.36K +27 +450%
SC
394
Schubert & Co
Texas
$3.46K +$373 +3 +11%
GWS
395
Glassman Wealth Services
Virginia
$3.23K – – –
JWA
396
JFS Wealth Advisors
Pennsylvania
$3.23K +$994 +8 +40%
BWM
397
Baystate Wealth Management
Massachusetts
$3.12K +$3.36K +27 New
SFG
398
Steward Financial Group
Texas
$3K +$4.1K +33 New
VCM
399
Versant Capital Management
Arizona
$2.77K +$2.98K +24 New
VWM
400
Venturi Wealth Management
Texas
$2.54K +$2.73K +22 New