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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$206K +$194K +814 New
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$206K +$193K +812 New
BEI
403
Benjamin Edwards Inc
Missouri
$203K +$191K +801 New
BCM
404
Bayesian Capital Management
New York
$203K +$190K +800 New
PS
405
Planned Solutions
California
$203K +$190K +800 New
HCA
406
Harbor Capital Advisors
Illinois
$182K -$224K -940 -57%
AT
407
Arlington Trust
Alabama
$177K
IAIM
408
International Assets Investment Management
Florida
$172K +$161K +678 New
PTC
409
Private Trust Company
Ohio
$167K +$157K +659 +65,900%
EWA
410
EverSource Wealth Advisors
Alabama
$160K -$63.1K -265 -30%
QCG
411
Quadrant Capital Group
Ohio
$156K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$147K -$116K -487 -46%
CPBTD
413
Central Pacific Bank - Trust Division
Hawaii
$144K -$806K -3,385 -86%
GI
414
GAMMA Investing
California
$132K +$36.4K +153 +41%
BIG
415
Brooklyn Investment Group
New York
$127K +$120K +503 New
GM
416
GeoWealth Management
Illinois
$120K +$2.62K +11 +2%
JIP
417
Jaffetilchin Investment Partners
Florida
$109K +$103K +432 New
GRP
418
Global Retirement Partners
California
$86.1K -$9.04K -38 -10%
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$85.4K -$6.9K -29 -8%
CAC
420
Core Alternative Capital
Georgia
$79.8K
FHA
421
First Horizon Advisors
Tennessee
$79.3K
NA
422
NewEdge Advisors
Louisiana
$78.7K -$6.43K -27 -8%
QL
423
Quarry LP
New York
$77.5K +$72.8K +306 New
HFM
424
Harvest Fund Management
China
$74K
CA
425
Clearstead Advisors
Ohio
$66.9K +$23.6K +99 +60%