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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
CC
426
Courier Capital
New York
$340K
HWMO
427
Heritage Wealth Management (Ohio)
Ohio
$340K
VI
428
Versor Investments
New York
$340K
WA
429
Waverly Advisors
Alabama
$338K +$101K +315 +47%
MAP
430
Moody Aldrich Partners
Massachusetts
$336K -$643 -2 -0.2%
BIG
431
Brooklyn Investment Group
New York
$336K +$61.4K +191 +25%
WT
432
Whittier Trust
California
$335K +$31.8K +99 +12%
NFP
433
Narus Financial Partners
Utah
$333K
NG
434
Norden Group
Utah
$330K -$5.46K -17 -2%
P
435
&Partners
Tennessee
$330K +$24.4K +76 +9%
SWP
436
Sagespring Wealth Partners
Tennessee
$323K -$21.9K -68 -7%
PWG
437
Portside Wealth Group
Utah
$322K -$63K -196 -17%
HI
438
Horizon Investments
North Carolina
$322K +$302K +939 +11,738%
PCM
439
Penserra Capital Management
California
$322K +$305K +948 New
PA
440
Parallel Advisors
California
$322K -$120K -372 -28%
CIBC World Market
441
CIBC World Market
Ontario, Canada
$319K +$12.2K +38 +4%
TCWA
442
Turtle Creek Wealth Advisors
Texas
$316K +$299K +929 New
ETC
443
Exchange Traded Concepts
Oklahoma
$315K +$298K +927 New
FFM
444
Forum Financial Management
Illinois
$315K -$321 -1 -0.1%
IC
445
Inscription Capital
Texas
$313K -$3.21K -10 -1%
PE
446
PCM Encore
Colorado
$310K +$292K +910 New
PWM
447
Perigon Wealth Management
California
$309K -$7.71K -24 -3%
MYAM
448
Meiji Yasuda Asset Management
Japan
$302K -$2.89K -9 -1%
ECM
449
Everence Capital Management
Indiana
$299K
MAS
450
Meeder Advisory Services
Ohio
$297K +$41.1K +128 +17%