We are live on ! Find out more
EVR icon

Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
RGF
426
Retirement Guys Formula
Ohio
$229K +$186K +847 New
OC
427
Oppenheimer & Co
New York
$225K +$183K +833 New
PA
428
Profund Advisors
Maryland
$225K +$183K +833 New
AGDI
429
Absolute Gestao de Investimentos
Brazil
$223K +$182K +827 New
IA
430
IFP Advisors
Florida
$223K -$9.24K -42 -5%
AIM
431
Ausbil Investment Management
Australia
$222K
TC
432
TownSquare Capital
Utah
$219K -$851K -3,870 -83%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$218K +$178K +808 New
Jones Financial Companies
434
Jones Financial Companies
Missouri
$216K -$57.8K -263 -25%
CIA
435
Choate Investment Advisors
Massachusetts
$216K +$176K +800 New
PS
436
Planned Solutions
California
$216K +$176K +800 New
WT
437
Whittier Trust
California
$215K
JFG
438
Jefferies Financial Group
New York
$215K -$7.56M -34,355 -98%
WA
439
Wealthstream Advisors
New York
$215K +$175K +796 New
OR
440
Olympiad Research
Connecticut
$214K +$174K +791 New
ISL
441
Ingalls & Snyder LLC
New York
$213K +$174K +789 New
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$212K -$19.7M -89,343 -99%
TPCW
443
TD Private Client Wealth
New York
$211K -$419K -1,904 -71%
BIG
444
Brooklyn Investment Group
New York
$210K +$7.48K +34 +5%
TCA
445
Transcend Capital Advisors
New Jersey
$207K +$169K +767 New
JIC
446
Joel Isaacson & Co
New York
$205K +$167K +758 New
DWM
447
Dakota Wealth Management
Florida
$205K +$167K +758 New
A
448
AlphaQuest
New York
$192K -$1.7M -7,727 -92%
CPBTD
449
Central Pacific Bank - Trust Division
Hawaii
$192K -$8.8K -40 -5%
AT
450
Arlington Trust
Alabama
$189K