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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$31.7K – – –
LI
402
LRI Investments
Florida
$31.2K +$6.23K +32 +27%
CFD
403
Creative Financial Designs
Indiana
$31.1K +$29K +149 New
HNB
404
Huntington National Bank
Ohio
$28.1K -$25.9K -133 -50%
UB
405
UMB Bank
Missouri
$26.9K +$195 +1 +0.8%
QC
406
Quent Capital
New York
$24.6K +$195 +1 +0.9%
RA
407
Rise Advisors
New York
$24.2K +$195 +1 +0.9%
PS
408
Principal Securities
Iowa
$23.1K -$162K -830 -88%
BIA
409
Bell Investment Advisors
California
$22.9K – – –
CIM
410
Contravisory Investment Management
Massachusetts
$22.7K -$9.73K -50 -31%
PCMC
411
Planning Capital Management Corporation
Pennsylvania
$22.3K – – –
NS
412
NBC Securities
Alabama
$22K – – –
SAM
413
Smartleaf Asset Management
Massachusetts
$20.5K +$15.8K +81 +352%
AGWCA
414
Annis Gardner Whiting Capital Advisors
Florida
$20.4K – – –
ST
415
Smithfield Trust
Pennsylvania
$20K – – –
MA
416
MCF Advisors
Kentucky
$19.8K – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$19.6K -$6.03K -31 -25%
SPIA
418
Steward Partners Investment Advisory
New York
$18.8K -$33.1K -170 -65%
VWM
419
Venturi Wealth Management
Texas
$18.3K +$5.06K +26 +42%
LFA
420
LGT Financial Advisors
Texas
$16.5K – – –
SWS
421
SYSTM Wealth Solutions
Illinois
$16.3K -$81.3K -418 -84%
SIC
422
Salem Investment Counselors
North Carolina
$15.6K – – –
LFG
423
Larson Financial Group
Missouri
$15.4K +$14.4K +74 New
C
424
Covestor
United Kingdom
$15K -$389 -2 -3%
EBA
425
Eagle Bay Advisors
New York
$12.5K – – –
15 16
17
18 19