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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
451
SJS Investment Consulting
Ohio
$2.71K – – –
CA
452
CoreCap Advisors
Michigan
$2.71K +$2.53K +13 New
ACA
453
Atlas Capital Advisors
Wyoming
$2.5K -$3.7K -19 -61%
CFB
454
Cullen/Frost Bankers
Texas
$2.29K +$2.14K +11 New
IC
455
Innealta Capital
Texas
$2.29K +$2.14K +11 New
SIS
456
Sound Income Strategies
Florida
$2.08K -$389 -2 -17%
CA
457
Continuum Advisory
Idaho
$2.08K – – –
HWM
458
HighMark Wealth Management
Minnesota
$2.08K +$1.95K +10 New
AA
459
Addison Advisors
Vermont
$1.67K +$1.56K +8 New
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$1.46K +$389 +2 +40%
AF
461
Advisornet Financial
Minnesota
$1.46K – – –
HI
462
Horizon Investments
North Carolina
$1.04K +$973 +5 New
S
463
Sachetta
Massachusetts
$989 +$778 +4 New
BGAI
464
Bruce G. Allen Investments
Colorado
$625 – – –
AAP
465
Arax Advisory Partners
Colorado
$209 +$195 +1 New
TFM
466
TFC Financial Management
Massachusetts
$209 +$195 +1 New
PA
467
PSI Advisors
Florida
$208 – – –
TAM
468
Tucker Asset Management
Colorado
$208 – – –
PTC
469
Private Trust Company
Ohio
$208 +$195 +1 New
VCM
470
Versant Capital Management
Arizona
$208 +$195 +1 New
ACL
471
Azora Capital LP
Florida
– -$32.8M -170,278 Closed
CCMG
472
Clark Capital Management Group
Pennsylvania
– -$30.5M -158,445 Closed
MC
473
Maverick Capital
Texas
– -$15.4M -79,903 Closed
AIG
474
American International Group
New York
– -$8.84M -45,883 Closed
EWM
475
Executive Wealth Management
Michigan
– -$6.27M -33,113 Closed
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