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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AE Wealth Management
Kansas
$399K -$148K -459 -28%
LNWTC
402
Laird Norton Wetherby Trust Company
Washington
$399K +$377K +1,172 New
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$397K -$56.9K -177 -13%
BAM
404
Belpointe Asset Management
Nevada
$393K -$19K -59 -5%
AFG
405
Atomi Financial Group
New York
$392K +$35.7K +111 +11%
UCFA
406
United Capital Financial Advisors
Texas
$392K +$147K +456 +66%
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$390K +$201K +626 +121%
SI
408
Stephens Inc
Arkansas
$387K +$9K +28 +3%
NW
409
NewEdge Wealth
Pennsylvania
$380K -$47.6K -148 -12%
Lido Advisors
410
Lido Advisors
California
$379K +$121K +375 +50%
WA
411
Waddell & Associates
Tennessee
$379K +$17.7K +55 +5%
GRP
412
Global Retirement Partners
California
$376K +$195K +608 +122%
TCA
413
Transcend Capital Advisors
New Jersey
$371K +$37.3K +116 +12%
KBC Group
414
KBC Group
Belgium
$369K
HH
415
Hilltop Holdings
Texas
$366K -$22.2K -69 -6%
PHS
416
Pekin Hardy Strauss
Illinois
$364K -$17.7K -55 -5%
DP
417
Dundas Partners
United Kingdom
$364K +$48.9K +152 +17%
CWM
418
Centurion Wealth Management
Virginia
$357K
EW
419
Evoke Wealth
California
$357K -$10.3K -32 -3%
SAG
420
SageView Advisory Group
California
$353K -$964 -3 -0.3%
CCA
421
Childress Capital Advisors
Texas
$349K +$330K +1,027 New
JIC
422
Joel Isaacson & Co
New York
$347K +$83.9K +261 +34%
TI
423
Tidal Investments
Wisconsin
$344K +$12.2K +38 +4%
LTAS
424
Linden Thomas Advisory Services
North Carolina
$342K -$4.82K -15 -1%
WPC
425
Wedmont Private Capital
Pennsylvania
$341K +$11.3K +35 +4%