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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
501
CVA Family Office
Colorado
$16.7K – – –
FFO
502
Fortitude Family Office
Arizona
$16.5K +$13.4K +61 New
NA
503
NewEdge Advisors
Louisiana
$16.3K -$63.8K -290 -83%
TCM
504
Tradewinds Capital Management
Washington
$14.9K – – –
MCM
505
Manchester Capital Management
Vermont
$13.5K -$396K -1,801 -97%
CA
506
CoreCap Advisors
Michigan
$13.2K -$10.8K -49 -50%
HWM
507
Hemington Wealth Management
Virginia
$13K +$1.54K +7 +16%
GIA
508
GHP Investment Advisors
Colorado
$12.2K – – –
HI
509
Harbour Investments
Wisconsin
$11.1K +$1.76K +8 +24%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$10.8K – – –
NC
511
NewSquare Capital
Pennsylvania
$10.3K -$3.52K -16 -30%
GWM
512
Geneos Wealth Management
Colorado
$10.3K -$3.3K -15 -28%
WA
513
Whipplewood Advisors
Colorado
$10.3K +$7.26K +33 +660%
CAWM
514
Capital A Wealth Management
Pennsylvania
$10.1K +$11.2K +51 +638%
BL
515
BFSG LLC
California
$8.64K – – –
PWMG
516
Private Wealth Management Group
New Jersey
$8.64K – – –
VWWMG
517
Vermillion & White Wealth Management Group
Pennsylvania
$8.64K – – –
JWA
518
JFS Wealth Advisors
Pennsylvania
$7.83K – – –
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$7.83K +$660 +3 +12%
SA
520
Scarborough Advisors
Maryland
$7.02K +$5.72K +26 New
AAS
521
Ameritas Advisory Services
Nebraska
$6.76K +$5.5K +25 New
DRP
522
Decker Retirement Planning
Utah
$6.75K +$5.5K +25 New
AGWCA
523
Annis Gardner Whiting Capital Advisors
Florida
$5.94K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$5.67K – – –
KIM
525
Kestra Investment Management
Texas
$5.67K +$4.62K +21 New
19 20
21
22 23