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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$219K +$9.72K +39 +4%
GIA
427
Gateway Investment Advisers
Ohio
$218K +$52.1K +209 +24%
TCM
428
Teza Capital Management
Illinois
$216K +$27.2K +109 +11%
MWM
429
MGB Wealth Management
Texas
$215K
BAM
430
Belpointe Asset Management
Nevada
$214K +$4.24K +17 +2%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$213K +$40.6K +163 +18%
GCM
432
Graham Capital Management
Connecticut
$206K +$257K +1,033 New
MAP
433
Moody Aldrich Partners
Massachusetts
$202K -$370K -1,484 -59%
IA
434
IFP Advisors
Florida
$173K +$174K +699 +419%
AIM
435
Ausbil Investment Management
Australia
$165K -$859K -3,447 -81%
WT
436
Whittier Trust
California
$159K
EWA
437
EverSource Wealth Advisors
Alabama
$151K +$10.5K +42 +6%
CPBTD
438
Central Pacific Bank - Trust Division
Hawaii
$150K +$14.9K +60 +9%
BIG
439
Brooklyn Investment Group
New York
$148K +$59K +237 +47%
GI
440
GAMMA Investing
California
$142K +$22.9K +92 +15%
AT
441
Arlington Trust
Alabama
$140K
FDW
442
Fourth Dimension Wealth
Ohio
$123K +$89.2K +358 +139%
FFA
443
Farther Finance Advisors
California
$116K +$27.4K +110 +23%
SOW
444
State of Wyoming
Wyoming
$106K +$132K +531 New
PFBT
445
Parkside Financial Bank & Trust
Missouri
$99.5K +$66.5K +267 +116%
GM
446
GeoWealth Management
Illinois
$91.3K -$13.7K -55 -11%
FHA
447
First Horizon Advisors
Tennessee
$89.9K +$34.1K +137 +44%
Simplex Trading
448
Simplex Trading
Illinois
$83K +$104K +419 New
UB
449
UMB Bank
Missouri
$77.5K +$40.1K +161 +71%
NA
450
NewEdge Advisors
Louisiana
$69.8K -$199K -798 -70%