We are live on ! Find out more
EVR icon

Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$1K +$738 +6 New
GWS
402
Glassman Wealth Services
Virginia
$1K +$984 +8 +267%
PWMG
403
Prestige Wealth Management Group
New Jersey
$1K +$984 +8 +267%
MCM
404
Manchester Capital Management
Vermont
$1K +$1.23K +10 +500%
T
405
TCWP
Ohio
$1K +$1.97K +16 New
ACB
406
Aristotle Capital Boston
Massachusetts
-$30.1M -221,315 Closed
Fidelity International
407
Fidelity International
Bermuda
-$19.6M -144,058 Closed
RCYC
408
Richard C. Young & Co
Rhode Island
-$16.7M -122,864 Closed
AIM
409
Artemis Investment Management
United Kingdom
-$9.38M -69,138 Closed
CPC
410
Cookson Peirce & Co
Pennsylvania
-$9.01M -66,302 Closed
SBH
411
Segall Bryant & Hamill
Illinois
-$4.52M -33,293 Closed
DA
412
Duality Advisers
Florida
-$4.49M -33,020 Closed
WANY
413
Wealthspire Advisors (New York)
New York
-$3.73M -27,445 Closed
USCWA
414
U.S. Capital Wealth Advisors
Texas
-$3.08M -22,682 Closed
CA
415
Capitolis Advisors
New York
-$3.06M -22,487 Closed
BF
416
BOK Financial
Oklahoma
-$3.03M -22,335 Closed
ARC
417
Advisor Resource Council
Texas
-$1.91M -14,057 Closed
CIM
418
Caldwell Investment Management
Ontario, Canada
-$1.34M -9,850 Closed
Bank Julius Baer & Co
419
Bank Julius Baer & Co
Switzerland
-$1.31M -9,613 Closed
Assenagon Asset Management
420
Assenagon Asset Management
Luxembourg
-$1.29M -9,532 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
421
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.2M -8,801 Closed
Bank of Nova Scotia
422
Bank of Nova Scotia
Ontario, Canada
-$1.09M -8,000 Closed
SSA
423
Schonfeld Strategic Advisors
New York
-$1.01M -7,437 Closed
CL
424
CIM LLC
New York
-$878K -7,419 Closed
PGCM
425
Prescott Group Capital Management
Oklahoma
-$989K -7,282 Closed