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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
KW
426
Keyvantage Wealth
Pennsylvania
$265K +$271K +956 New
WA
427
Wealthstream Advisors
New York
$262K +$283 +1 +0.1%
ECM
428
Everence Capital Management
Indiana
$261K +$266K +940 New
PWG
429
Portside Wealth Group
Utah
$259K -$10.5K -37 -4%
BAM
430
Belpointe Asset Management
Nevada
$259K -$4.53K -16 -1%
SAI
431
Savvy Advisors Inc
New York
$258K +$263K +929 New
FFM
432
Forum Financial Management
Illinois
$256K +$261K +922 New
VFA
433
Valeo Financial Advisors
Indiana
$255K -$28.3K -100 -10%
HH
434
Hilltop Holdings
Texas
$255K +$9.63K +34 +4%
MNBTD
435
Moody National Bank Trust Division
Texas
$252K -$850 -3 -0.3%
Jones Financial Companies
436
Jones Financial Companies
Missouri
$251K -$8.78K -31 -3%
C
437
Certuity
Florida
$251K +$256K +904 New
AFG
438
Atomi Financial Group
New York
$249K +$5.38K +19 +2%
NI
439
NDVR Inc
Massachusetts
$248K +$2.55K +9 +1%
GIA
440
Gateway Investment Advisers
Ohio
$244K
PA
441
Profund Advisors
Maryland
$244K -$31.4K -111 -11%
MFG
442
Merit Financial Group
Georgia
$242K +$248K +874 New
PTC
443
Petrus Trust Company
Texas
$241K -$448K -1,581 -65%
AAS
444
Avantax Advisory Services
Texas
$240K +$14.7K +52 +6%
MYAM
445
Meiji Yasuda Asset Management
Japan
$239K -$3.68K -13 -1%
Walleye Trading
446
Walleye Trading
New York
$239K +$213K +753 +691%
HC
447
Hurley Capital
New York
$238K +$242K +856 New
IHL
448
Investment House LLC
California
$236K -$28.3K -100 -11%
EI
449
Ellevest Inc
New York
$235K +$240K +846 New
OC
450
Oppenheimer & Co
New York
$231K