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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
551
Larson Financial Group
Missouri
$45.4K +$36.3K +111 +271%
SOW
552
State of Wyoming
Wyoming
$43.9K -$23.6K -72 -33%
C
553
Covestor
United Kingdom
$41K -$28.5K -87 -39%
KFI
554
Key Financial Inc
Pennsylvania
$40.9K
AA
555
Addison Advisors
Vermont
$39.4K
LI
556
LRI Investments
Florida
$38.5K
FHC
557
First Horizon Corporation
Tennessee
$37.6K -$15.7K -48 -28%
PWPS
558
Pinnacle Wealth Planning Services
Ohio
$36.7K +$655 +2 +2%
BIA
559
Bell Investment Advisors
California
$36.4K +$5.24K +16 +15%
Group One Trading
560
Group One Trading
Illinois
$33.7K +$21.3K +65 +135%
P
561
Palladiem
Pennsylvania
$33.5K
ECA
562
Elevated Capital Advisors
Utah
$32.5K -$456K -1,393 -93%
NS
563
NBC Securities
Alabama
$30.4K +$327 +1 +1%
OWA
564
Opal Wealth Advisors
New York
$29.3K +$32.1K +98 New
KFAS
565
Keating Financial Advisory Services
Kansas
$28.7K -$3.27K -10 -9%
CFO
566
CVA Family Office
Colorado
$28.1K +$10.5K +32 +52%
KAS
567
Kemnay Advisory Services
New York
$28.1K +$30.8K +94 New
PFBT
568
Parkside Financial Bank & Trust
Missouri
$27.2K -$4.91K -15 -14%
BWA
569
Basecamp Wealth Advisors
Washington
$26.6K +$21.9K +67 +305%
OCWP
570
Owl Creek Wealth Partners
Colorado
$26K +$28.5K +87 New
HC
571
Hurley Capital
New York
$25.9K
CAM
572
Close Asset Management
United Kingdom
$24K
VSQM
573
V-Square Quantitative Management
Illinois
$22.7K
SIC
574
Salem Investment Counselors
North Carolina
$22.4K +$24.6K +75 New
Mitsubishi UFJ Asset Management
575
Mitsubishi UFJ Asset Management
Japan
$20.6K