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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
401
Heritage Wealth Management (Ohio)
Ohio
$270K +$220K +1,000 New
BTI
402
Blue Trust Inc
Georgia
$268K -$70.6K -321 -24%
MAP
403
Moody Aldrich Partners
Massachusetts
$268K -$4.62K -21 -2%
KBC Group
404
KBC Group
Belgium
$266K -$135K -616 -38%
I
405
InceptionR
California
$265K -$532K -2,417 -71%
NP
406
NorthRock Partners
Minnesota
$265K +$216K +980 New
WANY
407
Wealthspire Advisors (New York)
New York
$265K +$216K +980 New
NFP
408
Narus Financial Partners
Utah
$264K +$215K +979 New
PAS
409
Park Avenue Securities
New York
$264K +$215K +976 New
CPC
410
Cookson Peirce & Co
Pennsylvania
$263K -$120K -547 -36%
WWM
411
Whalen Wealth Management
Nevada
$257K +$209K +951 New
SWP
412
Sagespring Wealth Partners
Tennessee
$254K +$207K +942 New
WPC
413
Wedmont Private Capital
Pennsylvania
$252K +$189K +860 New
SLAM
414
Swiss Life Asset Management
$252K +$205K +934 New
SSG
415
Summit Securities Group
New York
$250K +$204K +926 +92,600%
FFM
416
Forum Financial Management
Illinois
$250K +$204K +926 New
VFA
417
Valeo Financial Advisors
Indiana
$248K +$202K +920 New
GI
418
GAMMA Investing
California
$245K +$43.3K +197 +28%
AFG
419
Atomi Financial Group
New York
$242K +$198K +898 New
PCM
420
Prelude Capital Management
New York
$241K +$196K +892 New
ECM
421
Everence Capital Management
Indiana
$238K +$194K +880 New
KCM
422
Kendall Capital Management
Maryland
$238K +$194K +880 New
M
423
MATAURO
New York
$237K +$193K +876 New
MYAM
424
Meiji Yasuda Asset Management
Japan
$233K +$190K +862 New
IHL
425
Investment House LLC
California
$230K +$187K +850 New