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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
501
SYM Financial Corp
Indiana
$231K +$4.58K +14 +2%
AB
502
ANB Bank
Colorado
$230K +$655 +2 +0.3%
GA
503
Greenspring Advisors
Maryland
$230K -$17.4K -53 -6%
AO
504
Advisor OS
Illinois
$226K +$248K +758 New
PCM
505
Parsons Capital Management
Rhode Island
$224K +$246K +750 New
VCM
506
Versant Capital Management
Arizona
$222K +$39.9K +122 +20%
BFIM
507
Beese Fulmer Investment Management
Ohio
$221K +$243K +741 New
CC
508
Cypress Capital
Tennessee
$220K +$14.1K +43 +6%
ACM
509
Aster Capital Management
United Arab Emirates
$216K +$343K +1,047 +2,830%
EWM
510
Empirical Wealth Management
Washington
$216K +$237K +725 New
CIA
511
Concurrent Investment Advisors
Florida
$215K +$235K +719 New
KWM
512
Kingsview Wealth Management
Oregon
$212K -$3.23M -9,862 -93%
M
513
MATAURO
New York
$211K
AHL
514
Abel Hall LLC
Louisiana
$210K -$19K -58 -8%
FM
515
Foster & Motley
Ohio
$209K -$16K -49 -7%
RGF
516
Retirement Guys Formula
Ohio
$207K +$5.24K +16 +2%
SL
517
Sentinus LLC
Illinois
$207K +$227K +692 New
RS
518
R Squared
Hong Kong
$206K +$226K +690 New
I
519
InceptionR
California
$204K -$559K -1,706 -71%
National Bank of Canada
520
National Bank of Canada
Quebec, Canada
$204K -$151K -461 -40%
DWM
521
Destination Wealth Management
California
$203K +$17.7K +54 +9%
NWM
522
Northwest Wealth Management
Iowa
$203K +$223K +680 New
APA
523
Astoria Portfolio Advisors
New York
$203K +$191K +583 New
DA
524
Denali Advisors
California
$200K +$655 +2 +0.3%
HCPC
525
Hamilton Capital Partners (Canada)
$199K