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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
476
Brown Miller Wealth Management
Virginia
$267K +$21.9K +67 +8%
MYAM
477
Meiji Yasuda Asset Management
Japan
$266K +$1.31K +4 +0.5%
NG
478
Norden Group
Utah
$266K -$26.2K -80 -8%
ACIM
479
Azimuth Capital Investment Management
Michigan
$266K +$29.5K +90 +11%
PA
480
Profund Advisors
Maryland
$260K +$12.4K +38 +5%
DWP
481
Daymark Wealth Partners
Ohio
$256K +$281K +858 New
SC
482
Savant Capital
Illinois
$254K +$72.7K +222 +35%
IHL
483
Investment House LLC
California
$254K – – –
PPW
484
Parcion Private Wealth
Washington
$254K +$4.26K +13 +2%
OC
485
Oppenheimer & Co
New York
$253K – – –
CPA
486
Capital Performance Advisors
California
$252K +$42.6K +130 +18%
ITG
487
Index Technologies Group
New York
$252K +$51.7K +158 +23%
BPC
488
Banque Pictet & Cie
Switzerland
$252K -$495K -1,513 -64%
OL
489
Optas LLC
Texas
$247K +$61.2K +187 +29%
CA
490
Clearstead Advisors
Ohio
$243K +$201K +615 +311%
IC
491
Inscription Capital
Texas
$241K -$37.3K -114 -12%
EF
492
Empowered Funds
Pennsylvania
$241K -$302K -921 -53%
AFP
493
Ausdal Financial Partners
Iowa
$240K +$41.6K +127 +19%
HH
494
Hilltop Holdings
Texas
$240K -$89.4K -273 -25%
IP
495
Indivisible Partners
Florida
$239K +$262K +801 New
PS
496
Planned Solutions
California
$239K – – –
CRC
497
Curi RMB Capital
Illinois
$236K +$259K +792 New
SF
498
Symphony Financial
Texas
$236K +$260K +793 New
PHS
499
Pekin Hardy Strauss
Illinois
$234K -$93.3K -285 -27%
TCWA
500
Turtle Creek Wealth Advisors
Texas
$231K -$51.1K -156 -17%
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