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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$10K
TWA
402
TCI Wealth Advisors
Arizona
$10K
HWMA
403
Heritage Wealth Management (Arizona)
Arizona
$9K
AAP
404
Arax Advisory Partners
Colorado
$9K +$8.53K +61 New
HI
405
Harbour Investments
Wisconsin
$8K -$21.7K -155 -74%
LC
406
Lindbrook Capital
California
$8K
TCM
407
Tradewinds Capital Management
Washington
$8K
S
408
SignatureFD
Georgia
$7K -$4.61K -33 -40%
EBSAM
409
Eubel Brady & Suttman Asset Management
Ohio
$7K +$6.99K +50 New
GFPC
410
Global Financial Private Client
Florida
$6.25K
AWA
411
Arkadios Wealth Advisors
Georgia
$6K +$1.54K +11 +29%
CHA
412
Carmichael Hill & Associates
Maryland
$5K +$2.24K +16 +84%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.03K +36 New
FMP
414
Financial Management Professionals
Texas
$5K +$5.45K +39 New
SPIA
415
Steward Partners Investment Advisory
New York
$4K -$41.9K -300 -91%
BAM
416
Bellevue Asset Management
Washington
$4K -$419 -3 -10%
SIM
417
Sonora Investment Management
Arizona
$4K +$3.63K +26 New
PMFA
418
Plante Moran Financial Advisors
Michigan
$3K -$6.85K -49 -69%
TC
419
Truvestments Capital
Florida
$3K
AF
420
Allworth Financial
California
$2K
FRA
421
Front Row Advisors
California
$2K
HNB
422
Huntington National Bank
Ohio
$2K
ACM
423
AUA Capital Management
Pennsylvania
$2K +$280 +2 +22%
TPCW
424
TD Private Client Wealth
New York
$1.55K
WPA
425
West Paces Advisors
Georgia
$1.13K +$1.12K +8 New