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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
OR
451
Olympiad Research
Connecticut
$292K +$23.8K +76 +10%
IHL
452
Investment House LLC
California
$287K
WPC
453
Wedmont Private Capital
Pennsylvania
$285K +$6.27K +20 +2%
OC
454
Oppenheimer & Co
New York
$284K +$2.82K +9 +1%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$279K +$5.64K +18 +2%
KCM
456
Kendall Capital Management
Maryland
$278K -$17.2K -55 -6%
BMWM
457
Brown Miller Wealth Management
Virginia
$272K +$253K +807 New
WA
458
Wealthstream Advisors
New York
$272K +$3.13K +10 +1%
PPW
459
Parcion Private Wealth
Washington
$270K +$251K +801 New
PS
460
Planned Solutions
California
$270K
AB
461
ANB Bank
Colorado
$269K +$250K +797 New
ISL
462
Ingalls & Snyder LLC
New York
$266K
BEI
463
Benjamin Edwards Inc
Missouri
$265K +$247K +787 New
WT
464
Whittier Trust
California
$262K
AF
465
Allworth Financial
California
$257K +$98.4K +314 +70%
JIC
466
Joel Isaacson & Co
New York
$256K +$627 +2 +0.3%
M
467
MATAURO
New York
$256K -$37K -118 -13%
VT
468
Vise Technologies
New York
$255K +$237K +757 New
DWM
469
Destination Wealth Management
California
$255K +$237K +755 New
SFC
470
SYM Financial Corp
Indiana
$252K +$234K +747 New
Lido Advisors
471
Lido Advisors
California
$252K +$234K +746 New
MAS
472
Meeder Advisory Services
Ohio
$251K +$233K +744 New
SF
473
Symphony Financial
Texas
$241K +$224K +715 New
CPA
474
Capital Performance Advisors
California
$239K +$222K +709 New
TPI
475
Trust Point Inc
Wisconsin
$238K +$221K +706 New