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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$2.54K – – –
MA
402
MCF Advisors
Kentucky
$2.42K – – –
PWMG
403
Prestige Wealth Management Group
New Jersey
$2.42K – – –
BFPW
404
BOK Financial Private Wealth
Colorado
$2.42K +$2.61K +21 New
BAM
405
Bellevue Asset Management
Washington
$2.31K – – –
CMBA
406
C.M. Bidwell & Associates
Hawaii
$2.08K +$2.24K +18 New
FRA
407
Front Row Advisors
California
$2K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
SIC
409
SJS Investment Consulting
Ohio
$1.62K +$249 +2 +17%
MFT
410
Moisand Fitzgerald Tamayo
Florida
$1.62K – – –
AAS
411
Ameritas Advisory Services
Nebraska
$1.42K +$1.49K +12 New
AF
412
Advisornet Financial
Minnesota
$1.27K +$249 +2 +22%
SIS
413
Sound Income Strategies
Florida
$1.15K +$1.24K +10 New
DI
414
Disciplined Investments
Oklahoma
$1.04K – – –
NA
415
NewEdge Advisors
Louisiana
$602 -$40K -322 -98%
TAM
416
Tucker Asset Management
Colorado
$577 -$124 -1 -17%
GI
417
Gradient Investments
Minnesota
$231 – – –
TWP
418
TFO Wealth Partners
Ohio
$231 +$124 +1 +100%
HI
419
Horizon Investments
North Carolina
$231 +$249 +2 New
PA
420
PSI Advisors
Florida
$115 – – –
RRAM
421
River Road Asset Management
Kentucky
– -$16.4M -150,645 Closed
PAM
422
Panagora Asset Management
Massachusetts
– -$12.7M -116,760 Closed
LP
423
LMR Partners
United Kingdom
– -$8.89M -81,488 Closed
IP
424
Interval Partners
New York
– -$2.55M -23,413 Closed
MFS
425
Mirabella Financial Services
United Kingdom
– -$1.55M -14,233 Closed
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