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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
MAP
426
Moody Aldrich Partners
Massachusetts
$334K -$940 -3 -0.3%
NG
427
Norden Group
Utah
$333K -$22.9K -73 -7%
NFP
428
Narus Financial Partners
Utah
$330K
TCA
429
Transcend Capital Advisors
New Jersey
$329K +$65.2K +208 +27%
TI
430
Tidal Investments
Wisconsin
$328K -$508K -1,622 -63%
RIL
431
Rothschild Investment LLC
Illinois
$328K +$302K +965 +13,786%
NA
432
NewEdge Advisors
Louisiana
$325K +$283K +902 +1,503%
VFA
433
Valeo Financial Advisors
Indiana
$319K +$8.46K +27 +3%
IC
434
Inscription Capital
Texas
$314K +$292K +931 New
PWM
435
Perigon Wealth Management
California
$314K +$292K +931 New
IWC
436
Integrated Wealth Concepts
Massachusetts
$313K +$291K +929 New
FFM
437
Forum Financial Management
Illinois
$313K +$313 +1 +0.1%
OAM
438
Oppenheimer Asset Management
New York
$312K -$196K -627 -40%
DP
439
Dundas Partners
United Kingdom
$309K +$287K +917 New
WANY
440
Wealthspire Advisors (New York)
New York
$308K -$20.7K -66 -7%
PCM
441
Prelude Capital Management
New York
$307K +$5.33K +17 +2%
PAS
442
Park Avenue Securities
New York
$306K -$21.6K -69 -7%
PA
443
Profund Advisors
Maryland
$305K +$21.9K +70 +8%
CIBC World Market
444
CIBC World Market
Ontario, Canada
$303K +$282K +899 New
BTI
445
Blue Trust Inc
Georgia
$303K -$29.8K -95 -10%
MYAM
446
Meiji Yasuda Asset Management
Japan
$303K +$11K +35 +4%
JTWM
447
Jackson Thornton Wealth Management
Alabama
$302K +$298K +951 New
P
448
&Partners
Tennessee
$301K +$280K +893 New
ECM
449
Everence Capital Management
Indiana
$297K
JFG
450
Jefferies Financial Group
New York
$294K +$23.8K +76 +10%