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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Tradewinds Capital Management
Washington
$7K
CHA
402
Carmichael Hill & Associates
Maryland
$7K +$1.9K +14 +40%
SMG
403
Spectrum Management Group
Indiana
$7K +$6.79K +50 New
GFPC
404
Global Financial Private Client
Florida
$6.08K
AWA
405
Arkadios Wealth Advisors
Georgia
$6K
HNB
406
Huntington National Bank
Ohio
$6K +$4.21K +31 +194%
FMP
407
Financial Management Professionals
Texas
$5K
KIG
408
Kowal Investment Group
Wisconsin
$5K +$5.44K +40 New
BAM
409
Bellevue Asset Management
Washington
$4K
SPIA
410
Steward Partners Investment Advisory
New York
$4K
PMFA
411
Plante Moran Financial Advisors
Michigan
$3K
SIM
412
Sonora Investment Management
Arizona
$3K
AF
413
Allworth Financial
California
$2K
FRA
414
Front Row Advisors
California
$2K
TC
415
Truvestments Capital
Florida
$2K
ACM
416
AUA Capital Management
Pennsylvania
$2K +$544 +4 +36%
CPC
417
Consolidated Planning Corp
Georgia
$2K +$1.9K +14 New
CI
418
Cordant Inc
Oregon
$2K +$2.17K +16 New
TPCW
419
TD Private Client Wealth
New York
$1.47K
WPA
420
West Paces Advisors
Georgia
$1.07K
MCM
421
Manchester Capital Management
Vermont
$1K +$815 +6 New
NFSG
422
Newbridge Financial Services Group
Florida
$1K +$815 +6 New
DOA
423
D'Orazio & Associates
Virginia
$1K +$1.36K +10 New
N
424
Natixis
France
-$19.6M -139,500 Closed
DRZID
425
DePrince Race & Zollo Inc (DRZ)
Florida
-$15.8M -112,108 Closed