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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
IFP Advisors
Florida
$3.71K -$1.26K -11 -27%
GWS
377
Glassman Wealth Services
Virginia
$3.46K – – –
BWM
378
Baystate Wealth Management
Massachusetts
$3.36K – – –
Bessemer Group
379
Bessemer Group
New Jersey
$3K +$3.22K +28 New
JWA
380
JFS Wealth Advisors
Pennsylvania
$2.84K -$575 -5 -18%
FCAG
381
First Capital Advisors Group
New Jersey
$2.84K +$2.65K +23 New
PMFA
382
Plante Moran Financial Advisors
Michigan
$2.72K – – –
VWM
383
Venturi Wealth Management
Texas
$2.72K – – –
PWMG
384
Prestige Wealth Management Group
New Jersey
$2.6K – – –
BAM
385
Bellevue Asset Management
Washington
$2.47K – – –
CMBA
386
C.M. Bidwell & Associates
Hawaii
$2.23K – – –
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$2.1K – – –
FRA
388
Front Row Advisors
California
$2K – – –
SF
389
Safeguard Financial
Wisconsin
$2K +$2.3K +20 New
MFT
390
Moisand Fitzgerald Tamayo
Florida
$1.73K – – –
SIC
391
SJS Investment Consulting
Ohio
$1.61K -$115 -1 -7%
SIS
392
Sound Income Strategies
Florida
$1.24K – – –
DI
393
Disciplined Investments
Oklahoma
$989 -$115 -1 -11%
HI
394
Harbour Investments
Wisconsin
$742 +$690 +6 New
2L
395
25 LLC
Missouri
$664 +$575 +5 New
NA
396
NewEdge Advisors
Louisiana
$649 – – –
TAM
397
Tucker Asset Management
Colorado
$618 – – –
TWP
398
TFO Wealth Partners
Ohio
$247 – – –
PA
399
PSI Advisors
Florida
$124 – – –
S2L
400
Sparta 24 Ltd
Israel
– -$28.3M -245,400 Closed