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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
576
Private Wealth Management Group
New Jersey
$10.9K
SA
577
Scarborough Advisors
Maryland
$8.85K
AWM
578
Activest Wealth Management
Florida
$8.17K +$2.25K +7 +41%
TFA
579
Toth Financial Advisory
Virginia
$7.49K
BWA
580
Basecamp Wealth Advisors
Washington
$7.49K +$7.07K +22 New
RS
581
Rakuten Securities
Japan
$7.49K +$7.07K +22 New
PWMG
582
Prestige Wealth Management Group
New Jersey
$7.15K
SEP
583
Signature Equity Partners
Ohio
$6.81K +$6.43K +20 New
MAM
584
Meeder Asset Management
Ohio
$6.8K -$1.61K -5 -20%
PWA
585
Physician Wealth Advisors
Utah
$6.8K -$321 -1 -5%
WWA
586
Wealth Watch Advisors
Colorado
$5.44K +$1.93K +6 +60%
CPG
587
Cornerstone Planning Group
New Jersey
$5.08K +$4.5K +14 New
MFT
588
Moisand Fitzgerald Tamayo
Florida
$4.76K
BAM
589
Bellevue Asset Management
Washington
$4.76K
EWP
590
Elevation Wealth Partners
California
$4.42K +$2.25K +7 +117%
AS
591
Altshuler Shaham
Israel
$4.42K
RWM
592
Rialto Wealth Management
New York
$4.08K +$321 +1 +9%
ACA
593
Atlas Capital Advisors
Wyoming
$4.08K +$3.86K +12 New
NWM
594
Navigoe Wealth Management
California
$4K
WA
595
Westfuller Advisors
New York
$3.91K
SIS
596
Sound Income Strategies
Florida
$3.79K
CT
597
Clearstead Trust
Maine
$3.74K
SS
598
Sunbelt Securities
Texas
$3.74K
WA
599
WPG Advisers
Maryland
$3.4K
NSIM
600
North Star Investment Management
Illinois
$3.4K +$2.57K +8 +400%