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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$10K -$4.52K -31 -30%
KFI
402
Key Financial Inc
Pennsylvania
$10K
SIC
403
Salem Investment Counselors
North Carolina
$10K
AAP
404
Arax Advisory Partners
Colorado
$9K +$583 +4 +7%
LC
405
Lindbrook Capital
California
$8K
ST
406
Sageworth Trust
Pennsylvania
$7K -$27K -185 -77%
CHA
407
Carmichael Hill & Associates
Maryland
$7K
SMG
408
Spectrum Management Group
Indiana
$7K
TCM
409
Tradewinds Capital Management
Washington
$7K
DFCM
410
Dark Forest Capital Management
Puerto Rico
$7K +$7.58K +52 New
RPCONE
411
Retirement Planning Company of New England
Rhode Island
$6K +$7.29K +50 New
GFPC
412
Global Financial Private Client
Florida
$5.98K
DWA
413
Delos Wealth Advisors
Texas
$5K +$5.54K +38 New
Lazard Asset Management
414
Lazard Asset Management
New York
$4K -$21.1K -145 -81%
BAM
415
Bellevue Asset Management
Washington
$4K -$146 -1 -4%
SPIA
416
Steward Partners Investment Advisory
New York
$4K
PMFA
417
Plante Moran Financial Advisors
Michigan
$3K
HI
418
Harbour Investments
Wisconsin
$2K -$28.6K -196 -94%
AF
419
Allworth Financial
California
$2K
FRA
420
Front Row Advisors
California
$2K
ACM
421
AUA Capital Management
Pennsylvania
$2K +$146 +1 +7%
NFSG
422
Newbridge Financial Services Group
Florida
$2K +$875 +6 +100%
LF
423
Lee Financial
Texas
$2K +$2.04K +14 New
UB
424
UMB Bank
Missouri
$2K +$2.33K +16 New
FAG
425
Fortitude Advisory Group
Washington
$2K +$2.63K +18 New