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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
526
Physician Wealth Advisors
Utah
$4.86K +$1.98K +9 +100%
AWM
527
Activest Wealth Management
Florida
$4.59K +$3.74K +17 New
MFT
528
Moisand Fitzgerald Tamayo
Florida
$3.78K – – –
BAM
529
Bellevue Asset Management
Washington
$3.78K – – –
ACA
530
Atlas Capital Advisors
Wyoming
$3.24K -$2.86K -13 -52%
CT
531
Clearstead Trust
Maine
$2.97K +$2.42K +11 New
M
532
MOTCO
Texas
$2.71K +$1.98K +9 New
RWM
533
Rialto Wealth Management
New York
$2.7K +$880 +4 +67%
WA
534
WPG Advisers
Maryland
$2.7K -$3.96K -18 -64%
HWM
535
HighMark Wealth Management
Minnesota
$2.7K – – –
SIS
536
Sound Income Strategies
Florida
$2.7K – – –
BWL
537
Bogart Wealth LLC
Virginia
$2.43K +$660 +3 +50%
CFD
538
Creative Financial Designs
Indiana
$2.16K – – –
Q1WB
539
Quest 10 Wealth Builders
Virginia
$2.16K – – –
HFS
540
Hughes Financial Services
Virginia
$2.1K -$220 -1 -13%
BGAI
541
Bruce G. Allen Investments
Colorado
$1.89K +$220 +1 +17%
PWA
542
Principia Wealth Advisory
Texas
$1.89K +$1.1K +5 +250%
RIL
543
Rothschild Investment LLC
Illinois
$1.89K +$1.32K +6 +600%
DPW
544
DiNuzzo Private Wealth
Pennsylvania
$1.62K -$220 -1 -14%
SC
545
SouthState Corp
Florida
$1.62K +$220 +1 +20%
SIC
546
SJS Investment Consulting
Ohio
$1.35K -$660 -3 -38%
CH
547
Cromwell Holdings
Wyoming
$1.35K +$1.1K +5 New
CAM
548
Creekmur Asset Management
Illinois
$1.09K +$880 +4 New
PWM
549
Proathlete Wealth Management
Florida
$1.08K +$880 +4 New
TIM
550
Tortoise Investment Management
New York
$1.08K +$880 +4 New
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