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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$310K +$567 +2 +0.2%
FCG
402
Fielder Capital Group
Tennessee
$306K +$13.3K +47 +4%
BTI
403
Blue Trust Inc
Georgia
$305K -$204K -719 -40%
PCM
404
Princeton Capital Management
New Jersey
$305K +$312K +1,100 New
SC
405
Savant Capital
Illinois
$300K +$41.4K +146 +16%
KCM
406
Kendall Capital Management
Maryland
$299K -$94.9K -335 -24%
MWM
407
MGB Wealth Management
Texas
$299K +$305K +1,078 New
LCGC
408
Legacy Capital Group California
California
$298K +$59.5K +210 +24%
PWPS
409
Pinnacle Wealth Planning Services
Ohio
$294K -$850 -3 -0.3%
STA
410
Summit Trail Advisors
New York
$292K +$13.9K +49 +5%
JFG
411
Jefferies Financial Group
New York
$284K -$194K -686 -40%
AC
412
AXQ Capital
New Jersey
$282K +$39.1K +138 +16%
BMCM
413
Burns Matteson Capital Management
New York
$279K – – –
OAM
414
Oppenheimer Asset Management
New York
$279K +$285K +1,006 New
CC
415
Courier Capital
New York
$277K – – –
HWMO
416
Heritage Wealth Management (Ohio)
Ohio
$277K – – –
NFP
417
Narus Financial Partners
Utah
$277K – – –
BFG
418
Bleakley Financial Group
New Jersey
$276K -$11.3K -40 -4%
MGP
419
Metis Global Partners
California
$273K -$35.7K -126 -11%
TCM
420
Teza Capital Management
Illinois
$270K -$3.91M -13,807 -93%
CM
421
Crestline Management
Texas
$269K +$275K +970 New
WANY
422
Wealthspire Advisors (New York)
New York
$267K +$21K +74 +8%
SF
423
Summit Financial
New Jersey
$267K +$273K +962 New
PAS
424
Park Avenue Securities
New York
$266K +$272K +959 New
SCM
425
Stevens Capital Management
Pennsylvania
$265K +$271K +956 New
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