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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
551
Gen-Wealth Partners
Michigan
$6.65K – – –
CA
552
Continuum Advisory
Idaho
$6.38K – – –
AGWCA
553
Annis Gardner Whiting Capital Advisors
Florida
$6.1K -$11.3K -40 -65%
PWMG
554
Prestige Wealth Management Group
New Jersey
$5.82K – – –
AAP
555
Arax Advisory Partners
Colorado
$5.54K +$1.98K +7 +54%
AA
556
Addison Advisors
Vermont
$4.71K +$2.55K +9 +113%
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$4.43K – – –
AWM
558
Avior Wealth Management
Nebraska
$4.16K -$1.42K -5 -25%
AS
559
Altshuler Shaham
Israel
$3.88K -$567 -2 -13%
MFT
560
Moisand Fitzgerald Tamayo
Florida
$3.88K – – –
BAM
561
Bellevue Asset Management
Washington
$3.88K – – –
ACA
562
Atlas Capital Advisors
Wyoming
$3.33K -$5.38K -19 -61%
BWL
563
Bogart Wealth LLC
Virginia
$3.33K +$3.4K +12 New
HWM
564
HighMark Wealth Management
Minnesota
$2.77K – – –
SIS
565
Sound Income Strategies
Florida
$2.77K – – –
SIC
566
SJS Investment Consulting
Ohio
$2.5K -$1.13K -4 -31%
DPW
567
DiNuzzo Private Wealth
Pennsylvania
$2.22K +$283 +1 +14%
Q1WB
568
Quest 10 Wealth Builders
Virginia
$2.22K +$2.27K +8 New
CWP
569
Concord Wealth Partners
Virginia
$1.94K – – –
HI
570
Horizon Investments
North Carolina
$1.94K +$1.98K +7 New
CSWM
571
Cassady Schiller Wealth Management
Ohio
$1.39K +$1.42K +5 New
S
572
Sachetta
Massachusetts
$1.11K – – –
BGAI
573
Bruce G. Allen Investments
Colorado
$832 -$1.13K -4 -57%
CA
574
Crewe Advisors
Utah
$555 +$283 +1 +100%
HWA
575
HHM Wealth Advisors
Tennessee
$555 +$567 +2 New
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