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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
SA
401
Scarborough Advisors
Maryland
$9.35K +$7.96K +55 New
NMM
402
Naples Money Management
Florida
$9.24K +$7.82K +54 New
CHA
403
Carmichael Hill & Associates
Maryland
$8.38K
MCM
404
Manchester Capital Management
Vermont
$8.38K
VWM
405
Venturi Wealth Management
Texas
$8.21K +$1.45K +10 +26%
GFPC
406
Global Financial Private Client
Florida
$7.53K
CFO
407
CVA Family Office
Colorado
$6.84K +$5.79K +40 New
LF
408
Lee Financial
Texas
$5.64K
HI
409
Harbour Investments
Wisconsin
$5.64K +$4.78K +33 New
BL
410
BFSG LLC
California
$5.47K +$4.63K +32 New
PWMG
411
Private Wealth Management Group
New Jersey
$5.47K +$4.63K +32 New
Bessemer Group
412
Bessemer Group
New Jersey
$5K -$13K -90 -76%
JWA
413
JFS Wealth Advisors
Pennsylvania
$4.79K -$145 -1 -3%
CA
414
Clearstead Advisors
Ohio
$4.45K
GWS
415
Glassman Wealth Services
Virginia
$4.45K -$290 -2 -7%
Mitsubishi UFJ Asset Management
416
Mitsubishi UFJ Asset Management
Japan
$4.42K
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$3.76K
PWMG
418
Prestige Wealth Management Group
New Jersey
$3.59K
CTC
419
Central Trust Company
Missouri
$3.42K
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$2.74K
MIM
421
Macroview Investment Management
Maryland
$2.73K -$2.61K -18 -53%
MFT
422
Moisand Fitzgerald Tamayo
Florida
$2.4K
AFWM
423
Abich Financial Wealth Management
Virginia
$2.4K +$2.03K +14 New
BAM
424
Bellevue Asset Management
Washington
$2.39K -$869 -6 -30%
SIC
425
SJS Investment Consulting
Ohio
$2.23K -$145 -1 -7%