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Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
T
576
Tidemark
California
$20.4K +$22.3K +68 New
HAP
577
Harbor Asset Planning
Massachusetts
$20K – – –
TPWA
578
Twin Peaks Wealth Advisors
California
$18.8K +$20.6K +63 New
MCM
579
Manchester Capital Management
Vermont
$18.2K +$327 +1 +2%
WSFS
580
Wilmington Savings Fund Society
Delaware
$17.9K – – –
FFO
581
Fortitude Family Office
Arizona
$17.9K +$655 +2 +3%
TCM
582
Tradewinds Capital Management
Washington
$16.4K – – –
CA
583
CoreCap Advisors
Michigan
$14.7K +$327 +1 +2%
ST
584
Smithfield Trust
Pennsylvania
$13K – – –
SIC
585
SJS Investment Consulting
Ohio
$12.8K -$23.6K -72 -63%
BCWM
586
Bartlett & Co Wealth Management
Ohio
$12.8K – – –
RFG
587
REAP Financial Group
Texas
$12.2K – – –
HI
588
Harbour Investments
Wisconsin
$11.9K -$327 -1 -3%
JWA
589
JFS Wealth Advisors
Pennsylvania
$11.3K +$327 +1 +3%
MG
590
Mather Group
Illinois
$10.1K +$11.1K +34 New
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$9.85K – – –
BL
592
BFSG LLC
California
$9.55K – – –
PWMG
593
Private Wealth Management Group
New Jersey
$9.55K – – –
SA
594
Scarborough Advisors
Maryland
$7.76K – – –
UFPG
595
United Financial Planning Group
New York
$7.76K +$8.51K +26 New
WA
596
Whipplewood Advisors
Colorado
$7.16K +$7.86K +24 New
AA
597
Ancora Advisors
Ohio
$6.87K -$18.7K -57 -71%
TFA
598
Toth Financial Advisory
Virginia
$6.57K – – –
PWMG
599
Prestige Wealth Management Group
New Jersey
$6.27K – – –
PWA
600
Physician Wealth Advisors
Utah
$6.27K +$327 +1 +5%
22 23
24
25 26