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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
501
Brooklyn Investment Group
New York
$209K
AHC
502
Adell Harriman & Carpenter
Texas
$207K +$192K +613 New
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$206K -$31.3K -100 -14%
QFA
504
Quantum Financial Advisors
California
$206K +$191K +610 New
WWC
505
Waypoint Wealth Counsel
Georgia
$203K +$189K +603 New
SCA
506
Snowden Capital Advisors
New York
$203K +$188K +601 New
KWM
507
Kingsview Wealth Management
Oregon
$202K +$188K +599 New
ONB
508
Old National Bancorp
Indiana
$200K +$186K +593 New
TPCW
509
TD Private Client Wealth
New York
$195K -$63.6K -203 -26%
VCM
510
Versant Capital Management
Arizona
$187K +$4.7K +15 +3%
CIBC Private Wealth Group
511
CIBC Private Wealth Group
Georgia
$182K +$43.9K +140 +35%
National Bank of Canada
512
National Bank of Canada
Quebec, Canada
$175K -$83K -265 -34%
GRP
513
Global Retirement Partners
California
$168K +$117K +374 +304%
SOW
514
State of Wyoming
Wyoming
$167K -$508K -1,621 -77%
IA
515
IFP Advisors
Florida
$153K -$116K -371 -45%
SPIA
516
Steward Partners Investment Advisory
New York
$151K +$74.9K +239 +114%
SAM
517
Shell Asset Management
Netherlands
$139K -$206K -656 -61%
FFA
518
Farther Finance Advisors
California
$137K +$56.1K +179 +79%
UB
519
UMB Bank
Missouri
$136K +$1.57K +5 +1%
HFS
520
Hantz Financial Services
Michigan
$124K +$75.5K +241 +191%
Twin Tree Management
521
Twin Tree Management
Texas
$113K -$27M -86,190 -100%
BAMF
522
BI Asset Management Fondsmaeglerselskab
Denmark
$91K
TWD
523
True Wealth Design
Ohio
$85.3K +$50.5K +161 +175%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$82K
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.6K +$74.9K +239 New