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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
501
SYM Financial Corp
Indiana
$290K +$26.3K +77 +10%
BFIM
502
Beese Fulmer Investment Management
Ohio
$290K +$37.3K +109 +15%
OC
503
Oppenheimer & Co
New York
$290K
EWM
504
Empirical Wealth Management
Washington
$289K +$41.7K +122 +17%
MWM
505
Mission Wealth Management
California
$289K +$289K +846 New
IC
506
Inscription Capital
Texas
$286K +$10.6K +31 +4%
QFW
507
QTR Family Wealth
Florida
$286K -$3.76K -11 -1%
NERM
508
New England Research & Management
Illinois
$284K +$284K +831 New
OL
509
Optas LLC
Texas
$283K +$342 +1 +0.1%
NWM
510
Northwest Wealth Management
Iowa
$283K +$51K +149 +22%
ITG
511
Index Technologies Group
New York
$282K -$6.16K -18 -2%
CWM
512
Centurion Wealth Management
Virginia
$282K -$77K -225 -21%
PA
513
Profund Advisors
Maryland
$279K -$18.1K -53 -6%
Lazard Asset Management
514
Lazard Asset Management
New York
$278K +$279K +815 New
PWG
515
Portside Wealth Group
Utah
$276K -$32.8K -96 -11%
GA
516
Greenspring Advisors
Maryland
$276K +$13K +38 +5%
PS
517
Planned Solutions
California
$273K
PAM
518
Paradigm Asset Management
New York
$273K +$274K +800 New
CRC
519
Curi RMB Capital
Illinois
$270K
AB
520
ANB Bank
Colorado
$268K +$4.79K +14 +2%
S
521
Storgate
Texas
$268K +$268K +784 New
SF
522
Symphony Financial
Texas
$267K -$3.08K -9 -1%
AO
523
Advisor OS
Illinois
$267K +$7.87K +23 +3%
DS
524
DRW Securities
Illinois
$266K +$267K +779 New
TCWA
525
Turtle Creek Wealth Advisors
Texas
$264K