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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
451
Acadian Asset Management
Massachusetts
$296K -$83.2K -259 -23%
BTI
452
Blue Trust Inc
Georgia
$295K -$9.32K -29 -3%
BEI
453
Benjamin Edwards Inc
Missouri
$292K +$22.5K +70 +9%
IHL
454
Investment House LLC
California
$289K
OC
455
Oppenheimer & Co
New York
$289K +$1.93K +6 +0.7%
PPW
456
Parcion Private Wealth
Washington
$285K +$11.6K +36 +4%
PA
457
Profund Advisors
Maryland
$283K -$22.5K -70 -8%
PAS
458
Park Avenue Securities
New York
$282K -$25.1K -78 -9%
BMWM
459
Brown Miller Wealth Management
Virginia
$281K +$6.43K +20 +2%
VFA
460
Valeo Financial Advisors
Indiana
$281K -$39.2K -122 -13%
GA
461
Greenspring Advisors
Maryland
$280K +$265K +823 New
LAM
462
L2 Asset Management
Massachusetts
$279K +$264K +821 New
AF
463
Allworth Financial
California
$276K +$15.4K +48 +6%
WWM
464
Whalen Wealth Management
Nevada
$274K -$1.02M -3,187 -80%
FFA
465
Farther Finance Advisors
California
$274K +$128K +398 +98%
PS
466
Planned Solutions
California
$272K
ACIM
467
Azimuth Capital Investment Management
Michigan
$272K +$32.1K +100 +14%
RIL
468
Rothschild Investment LLC
Illinois
$265K -$62K -193 -20%
AB
469
ANB Bank
Colorado
$262K -$9K -28 -4%
JTWM
470
Jackson Thornton Wealth Management
Alabama
$261K -$81.6K -254 -27%
AHL
471
Abel Hall LLC
Louisiana
$260K +$30.5K +95 +14%
SFC
472
SYM Financial Corp
Indiana
$258K +$3.86K +12 +2%
FM
473
Foster & Motley
Ohio
$255K -$121K -377 -34%
ISL
474
Ingalls & Snyder LLC
New York
$254K -$13.8K -43 -5%
KCM
475
Kendall Capital Management
Maryland
$252K -$27.3K -85 -10%