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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
376
Rothschild Investment LLC
Illinois
$547K +$344K +1,052 +135%
NWAG
377
Net Worth Advisory Group
Utah
$544K +$55.7K +170 +10%
CTC
378
Cetera Trust Company
Minnesota
$543K – – –
APWM
379
Argonautica Private Wealth Management
Massachusetts
$539K – – –
CB
380
Commerce Bank
Missouri
$524K -$7.86K -24 -1%
MLM
381
Mount Lucas Management
Pennsylvania
$514K +$564K +1,723 New
EWM
382
Evercore Wealth Management
New York
$513K – – –
GT
383
Greenleaf Trust
Michigan
$507K -$655 -2 -0.1%
TRCT
384
Tower Research Capital (TRC)
New York
$506K +$139K +425 +33%
EWA
385
EP Wealth Advisors
California
$500K -$7.2K -22 -1%
HIM
386
Hanlon Investment Management
New Jersey
$500K -$11.1K -34 -2%
EMAM
387
Encompass More Asset Management
California
$496K +$545K +1,663 New
BAAM
388
Baker Avenue Asset Management
California
$490K +$538K +1,643 New
JIC
389
Johnson Investment Counsel
Ohio
$489K +$64.2K +196 +14%
PWS
390
Precision Wealth Strategies
Missouri
$487K +$22.6K +69 +4%
C
391
Certuity
Florida
$485K +$125K +381 +31%
WWM
392
Whalen Wealth Management
Nevada
$474K +$256K +781 +97%
CFG
393
Citizens Financial Group
Rhode Island
$472K +$518K +1,581 New
EI
394
Ethic Inc
New York
$469K +$66.1K +202 +15%
EPW
395
Evolve Private Wealth
California
$464K +$97.9K +299 +24%
EW
396
Evoke Wealth
California
$464K +$165K +504 +48%
FTWA
397
Fifth Third Wealth Advisors
Ohio
$459K +$99.2K +303 +25%
SPIA
398
Steward Partners Investment Advisory
New York
$452K +$380K +1,162 +329%
AF
399
Allworth Financial
California
$452K +$230K +702 +87%
CFO
400
Callan Family Office
Pennsylvania
$451K +$4.26K +13 +0.9%
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