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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Versant Capital Management
Arizona
$212K +$22.2K +69 +12%
TPI
502
Trust Point Inc
Wisconsin
$211K -$27.3K -85 -12%
QCM
503
QRG Capital Management
Illinois
$205K +$194K +603 New
SCA
504
Snowden Capital Advisors
New York
$204K -$643 -2 -0.3%
BC
505
Bridgefront Capital
Texas
$201K +$190K +592 New
WWC
506
Waypoint Wealth Counsel
Georgia
$201K -$4.18K -13 -2%
TPCW
507
TD Private Client Wealth
New York
$195K -$1.29K -4 -0.7%
CPBTD
508
Central Pacific Bank - Trust Division
Hawaii
$187K -$19.3K -60 -10%
UB
509
UMB Bank
Missouri
$180K +$40.5K +126 +31%
SPIA
510
Steward Partners Investment Advisory
New York
$120K -$30.5K -95 -21%
SS
511
SBI Securities
Japan
$102K +$96.4K +300 +30,000%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$97.7K -$81K -252 -47%
DT
513
DV Trading
Illinois
$95.3K +$90K +280 New
TM
514
Torren Management
California
$92.2K +$87.1K +271 New
TWD
515
True Wealth Design
Ohio
$85.1K -$964 -3 -1%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$82K -$643 -2 -0.8%
W
517
WealthCollab
Washington
$81K
S
518
SignatureFD
Georgia
$78.6K +$2.89K +9 +4%
IA
519
IFP Advisors
Florida
$77.9K -$72K -224 -49%
C
520
Covestor
United Kingdom
$75K -$2.89K -9 -4%
SOW
521
State of Wyoming
Wyoming
$74.5K -$88.7K -276 -56%
Bessemer Group
522
Bessemer Group
New Jersey
$72K -$321 -1 -0.5%
SAM
523
Smartleaf Asset Management
Massachusetts
$71.7K +$7.39K +23 +12%
RFP
524
Root Financial Partners
California
$69.4K +$2.57K +8 +4%
CA
525
Clearstead Advisors
Ohio
$67.4K -$321 -1 -0.5%