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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
501
Piscataqua Savings Bank
New Hampshire
$49.9K
AssetMark Inc
502
AssetMark Inc
California
$49.6K -$1.13K -4 -2%
VCM
503
Versant Capital Management
Arizona
$49.1K +$12.5K +44 +33%
WOC
504
West Oak Capital
California
$48.5K
MA
505
MCF Advisors
Kentucky
$47.1K
IA
506
IFP Advisors
Florida
$46.3K +$1.42K +5 +3%
QL
507
Quarry LP
New York
$46.3K -$39.4K -139 -45%
RMP
508
Richards, Merrill & Peterson
Washington
$46.3K +$47.3K +167 New
KI
509
Kapitalo Investimentos
Brazil
$44.1K +$45K +159 New
TWD
510
True Wealth Design
Ohio
$42.4K +$6.23K +22 +17%
KFI
511
Key Financial Inc
Pennsylvania
$42.1K
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$41.3K +$8.5K +30 +25%
HNB
513
Huntington National Bank
Ohio
$38.5K +$850 +3 +2%
LI
514
LRI Investments
Florida
$38.2K
Bessemer Group
515
Bessemer Group
New Jersey
$37K +$10.8K +38 +40%
W
516
WealthCollab
Washington
$36.9K -$8.78K -31 -19%
QC
517
Quent Capital
New York
$35.8K +$3.12K +11 +9%
VWM
518
Venturi Wealth Management
Texas
$33.8K +$6.51K +23 +23%
RA
519
Rise Advisors
New York
$32.3K +$283 +1 +0.9%
MCM
520
MAI Capital Management
Ohio
$30.8K +$31.4K +111 New
BIA
521
Bell Investment Advisors
California
$30.5K
ST
522
Smithfield Trust
Pennsylvania
$27K
Group One Trading
523
Group One Trading
Illinois
$26.1K +$26.6K +94 New
CIM
524
Contravisory Investment Management
Massachusetts
$25.8K -$4.53K -16 -15%
PS
525
Principal Securities
Iowa
$25.2K +$8.21K +29 +47%