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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
451
Park Avenue Securities
New York
$304K +$62.5K +191 +23%
QFW
452
QTR Family Wealth
Florida
$304K +$278K +849 New
I
453
InterCapital
Texas
$299K -$606K -1,850 -65%
CC
454
Courier Capital
New York
$299K – – –
HWMO
455
Heritage Wealth Management (Ohio)
Ohio
$299K – – –
GC
456
Gruss & Co
Florida
$299K +$327K +1,000 New
LCS
457
Levin Capital Strategies
New York
$299K +$327K +1,000 New
FFA
458
Farther Finance Advisors
California
$298K +$60.6K +185 +23%
BAM
459
Belpointe Asset Management
Nevada
$297K -$52.7K -161 -14%
KCM
460
Kendall Capital Management
Maryland
$297K +$83.5K +255 +34%
NW
461
NewEdge Wealth
Pennsylvania
$296K -$41.6K -127 -11%
PA
462
Parallel Advisors
California
$294K +$12.8K +39 +4%
LTAS
463
Linden Thomas Advisory Services
North Carolina
$293K -$7.86K -24 -2%
NFP
464
Narus Financial Partners
Utah
$292K – – –
MAS
465
Meeder Advisory Services
Ohio
$290K +$32.4K +99 +11%
MAP
466
Moody Aldrich Partners
Massachusetts
$288K -$7.2K -22 -2%
SWP
467
Sagespring Wealth Partners
Tennessee
$284K +$982 +3 +0.3%
ECM
468
Evergreen Capital Management
Washington
$284K +$311K +951 New
AIM
469
Advyzon Investment Management
Illinois
$273K +$89.7K +274 +43%
PE
470
PCM Encore
Colorado
$272K +$655 +2 +0.2%
JTWM
471
Jackson Thornton Wealth Management
Alabama
$272K +$35.7K +109 +16%
DP
472
Dundas Partners
United Kingdom
$270K -$53.4K -163 -15%
AFG
473
Atomi Financial Group
New York
$270K -$80.9K -247 -21%
PWG
474
Portside Wealth Group
Utah
$270K -$13.8K -42 -4%
ETC
475
Exchange Traded Concepts
Oklahoma
$269K -$8.51K -26 -3%
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19
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