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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
401
Empowered Funds
Pennsylvania
$632K +$357K +1,043 +129%
NWAG
402
Net Worth Advisory Group
Utah
$631K +$9.24K +27 +1%
MSRPS
403
Maryland State Retirement & Pension System
Maryland
$628K – – –
JCM
404
J2 Capital Management
Michigan
$621K -$17.8K -52 -3%
APWM
405
Argonautica Private Wealth Management
Massachusetts
$617K – – –
CB
406
Commerce Bank
Missouri
$610K +$11.3K +33 +2%
RGC
407
Roberts, Glore & Co
Illinois
$608K +$609K +1,780 New
HIA
408
Harbor Investment Advisory
Maryland
$601K +$90.7K +265 +18%
HFS
409
Hantz Financial Services
Michigan
$581K +$203K +592 +53%
AC
410
AlphaCore Capital
California
$574K +$575K +1,680 New
WG
411
Winton Group
United Kingdom
$574K +$575K +1,680 New
GT
412
Greenleaf Trust
Michigan
$573K -$7.53K -22 -1%
EMAM
413
Encompass More Asset Management
California
$567K -$684 -2 -0.1%
JIC
414
Johnson Investment Counsel
Ohio
$565K +$6.16K +18 +1%
C
415
Certuity
Florida
$557K +$2.74K +8 +0.5%
GI
416
GAMMA Investing
California
$545K +$50.6K +148 +10%
CFG
417
Citizens Financial Group
Rhode Island
$538K -$1.71K -5 -0.3%
DWA
418
Dorsey Wright & Associates
California
$530K -$7.37M -21,548 -93%
CFO
419
Callan Family Office
Pennsylvania
$523K +$7.87K +23 +2%
CC
420
Centiva Capital
New York
$519K +$520K +1,520 New
PWS
421
Precision Wealth Strategies
Missouri
$514K -$42.8K -125 -8%
WFI
422
West Family Investments
California
$509K +$510K +1,491 New
WWM
423
Whalen Wealth Management
Nevada
$508K -$34.2K -100 -6%
PCM
424
Polymer Capital Management
New York
$503K -$399K -1,166 -44%
FCG
425
Fielder Capital Group
Tennessee
$491K +$19.8K +58 +4%
15 16
17
18 19