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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
401
Focus Partners Advisor Solutions
Missouri
$283K +$354K +1,419 New
NW
402
NewEdge Wealth
Pennsylvania
$283K -$104K -418 -23%
BDFN
403
Bond & Devick Financial Network
Minnesota
$280K
STA
404
Summit Trail Advisors
New York
$274K +$79.5K +319 +30%
PA
405
Parallel Advisors
California
$269K -$20.2K -81 -6%
BTI
406
Blue Trust Inc
Georgia
$262K +$53.1K +213 +19%
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$262K +$31.4K +126 +11%
SCM
408
Shelton Capital Management
Colorado
$261K -$8.97K -36 -3%
BMCM
409
Burns Matteson Capital Management
New York
$260K +$73.5K +295 +29%
First Trust Advisors
410
First Trust Advisors
Illinois
$259K -$294K -1,181 -48%
Envestnet Portfolio Solutions
411
Envestnet Portfolio Solutions
Illinois
$259K -$213K -853 -40%
SAM
412
Strategy Asset Managers
California
$258K -$9.47K -38 -3%
SAM
413
Shell Asset Management
Netherlands
$256K -$13.7K -55 -4%
NG
414
Norden Group
Utah
$256K +$129K +516 +67%
HCPC
415
Hamilton Capital Partners (Canada)
$254K -$8.97K -36 -3%
NWAG
416
Net Worth Advisory Group
Utah
$251K -$8.22K -33 -3%
FTWA
417
Fifth Third Wealth Advisors
Ohio
$245K +$747 +3 +0.2%
IWP
418
Insight Wealth Partners
Texas
$244K
MAM
419
Martingale Asset Management
Massachusetts
$241K
CIBC Asset Management
420
CIBC Asset Management
Ontario, Canada
$238K +$4.98K +20 +2%
LTAS
421
Linden Thomas Advisory Services
North Carolina
$236K +$7.47K +30 +3%
FCG
422
Fielder Capital Group
Tennessee
$235K +$17.4K +70 +6%
PHS
423
Pekin Hardy Strauss
Illinois
$234K -$43.6K -175 -13%
SAI
424
Savvy Advisors Inc
New York
$233K +$59.5K +239 +26%
RWM
425
Ritholtz Wealth Management
New York
$222K -$21.7K -87 -7%