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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
C
601
Covestor
United Kingdom
$43K -$3.08K -9 -7%
LI
602
LRI Investments
Florida
$42.7K -$1.37K -4 -3%
PWPS
603
Pinnacle Wealth Planning Services
Ohio
$42K – – –
BIA
604
Bell Investment Advisors
California
$41.7K – – –
NS
605
NBC Securities
Alabama
$38.2K +$3.42K +10 +10%
FFO
606
Fortitude Family Office
Arizona
$37.9K +$17.5K +51 +85%
CFO
607
CVA Family Office
Colorado
$36.9K +$4.79K +14 +15%
BWA
608
Basecamp Wealth Advisors
Washington
$35.9K +$5.47K +16 +18%
OCWP
609
Owl Creek Wealth Partners
Colorado
$31.4K +$1.71K +5 +6%
PFBT
610
Parkside Financial Bank & Trust
Missouri
$30.4K -$684 -2 -2%
HC
611
Hurley Capital
New York
$29.7K – – –
ECA
612
Elevated Capital Advisors
Utah
$28.7K -$8.55K -25 -23%
FA
613
Fedenia Advisers
Wisconsin
$28.7K +$28.7K +84 New
CAM
614
Close Asset Management
United Kingdom
$27K – – –
SIC
615
Salem Investment Counselors
North Carolina
$25.6K – – –
Mitsubishi UFJ Asset Management
616
Mitsubishi UFJ Asset Management
Japan
$23.6K – – –
T
617
Tidemark
California
$23.3K – – –
HAP
618
Harbor Asset Planning
Massachusetts
$22.9K – – –
SIC
619
SJS Investment Consulting
Ohio
$22.2K +$7.53K +22 +51%
APFP
620
Action Point Financial Planning
Michigan
$20.8K +$21.2K +62 New
WSFS
621
Wilmington Savings Fund Society
Delaware
$20.5K – – –
MCM
622
Manchester Capital Management
Vermont
$20.1K -$684 -2 -3%
TFA
623
Transamerica Financial Advisors
Florida
$20K -$4.62M -13,505 -100%
TCM
624
Tradewinds Capital Management
Washington
$18.8K – – –
N
625
Natixis
France
$17.4K -$6.64M -19,393 -100%