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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$7.99K
WA
502
Whipplewood Advisors
Colorado
$7.59K -$8.22K -33 -87%
MG
503
Mather Group
Illinois
$6.79K
HI
504
Harbour Investments
Wisconsin
$6.59K
BL
505
BFSG LLC
California
$6.39K
PWMG
506
Private Wealth Management Group
New Jersey
$6.39K
VWWMG
507
Vermillion & White Wealth Management Group
Pennsylvania
$6.39K +$7.97K +32 New
QL
508
Quarry LP
New York
$5.99K -$34.1K -137 -82%
JWA
509
JFS Wealth Advisors
Pennsylvania
$5.79K
WA
510
WPG Advisers
Maryland
$5.59K -$1.5K -6 -18%
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$5.19K +$2.49K +10 +63%
ACA
512
Atlas Capital Advisors
Wyoming
$4.99K +$3.24K +13 +108%
T
513
Tidemark
California
$4.99K +$6.23K +25 New
GWP
514
Gen-Wealth Partners
Michigan
$4.79K
AGWCA
515
Annis Gardner Whiting Capital Advisors
Florida
$4.39K
PWMG
516
Prestige Wealth Management Group
New Jersey
$4.2K
TWD
517
True Wealth Design
Ohio
$4K -$33.1K -133 -87%
AS
518
Altshuler Shaham
Israel
$3.4K +$747 +3 +21%
MFT
519
Moisand Fitzgerald Tamayo
Florida
$2.8K
BAM
520
Bellevue Asset Management
Washington
$2.8K
HWM
521
HighMark Wealth Management
Minnesota
$2K
SIS
522
Sound Income Strategies
Florida
$2K
LFG
523
Larson Financial Group
Missouri
$2K +$2.49K +10 New
PWA
524
Physician Wealth Advisors
Utah
$1.8K +$2.24K +9 New
HFS
525
Hughes Financial Services
Virginia
$1.6K +$1.99K +8 New