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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Allworth Financial
California
$2K – – –
FRA
402
Front Row Advisors
California
$2K – – –
TC
403
Truvestments Capital
Florida
$2K +$2.2K +18 New
TPCW
404
TD Private Client Wealth
New York
$1.45K – – –
ACM
405
AUA Capital Management
Pennsylvania
$1K -$977 -8 -47%
EI
406
Ellevest Inc
New York
$1K +$488 +4 New
CFO
407
CVA Family Office
Colorado
$1K +$611 +5 New
JCM
408
Junto Capital Management
New York
– -$29.4M -267,725 Closed
Balyasny Asset Management
409
Balyasny Asset Management
Illinois
– -$15.3M -139,464 Closed
Alyeska Investment Group
410
Alyeska Investment Group
Illinois
– -$10.3M -94,340 Closed
MFIMFI
411
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$7.73M -70,540 Closed
ACL
412
Azora Capital LP
Florida
– -$5.79M -52,842 Closed
MSE
413
MUFG Securities EMEA
United Kingdom
– -$3.02M -27,500 Closed
MSA
414
Mason Street Advisors
Wisconsin
– -$2.38M -21,700 Closed
PI
415
PEAK6 Investments
Illinois
– -$713K -5,839 Closed
ZCA
416
Zeke Capital Advisors
Pennsylvania
– -$290K -2,649 Closed
CAN
417
Cetera Advisor Networks
California
– -$260K -2,367 Closed
Commonwealth Equity Services
418
Commonwealth Equity Services
Massachusetts
– -$243K -2,225 Closed
MFG
419
Magnus Financial Group
New York
– -$234K -2,138 Closed
KWM
420
Kingsview Wealth Management
Oregon
– -$227K -2,070 Closed
PWPS
421
Pinnacle Wealth Planning Services
Ohio
– -$159K -1,454 Closed
PHK
422
Point72 Hong Kong
Hong Kong
– -$83K -761 Closed
FFG
423
Fortem Financial Group
California
– -$68K -624 Closed
LIM
424
Longfellow Investment Management
Massachusetts
– -$55K -493 Closed
OIA
425
Optimum Investment Advisors
Illinois
– -$22K -200 Closed