EVR icon

Evercore
EVR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
601
Narus Financial Partners
Utah
– -$277K -999 Closed
BFG
602
Bleakley Financial Group
New Jersey
– -$276K -995 Closed
MGP
603
Metis Global Partners
California
– -$273K -985 Closed
CM
604
Crestline Management
Texas
– -$269K -970 Closed
WANY
605
Wealthspire Advisors (New York)
New York
– -$267K -963 Closed
PAS
606
Park Avenue Securities
New York
– -$266K -959 Closed
KW
607
Keyvantage Wealth
Pennsylvania
– -$265K -956 Closed
SCM
608
Stevens Capital Management
Pennsylvania
– -$265K -956 Closed
WA
609
Wealthstream Advisors
New York
– -$262K -945 Closed
ECM
610
Everence Capital Management
Indiana
– -$261K -940 Closed
PWG
611
Portside Wealth Group
Utah
– -$259K -935 Closed
FFM
612
Forum Financial Management
Illinois
– -$256K -922 Closed
VFA
613
Valeo Financial Advisors
Indiana
– -$255K -920 Closed
HH
614
Hilltop Holdings
Texas
– -$255K -919 Closed
MNBTD
615
Moody National Bank Trust Division
Texas
– -$252K -908 Closed
C
616
Certuity
Florida
– -$251K -904 Closed
AFG
617
Atomi Financial Group
New York
– -$249K -898 Closed
NI
618
NDVR Inc
Massachusetts
– -$248K -893 Closed
PA
619
Profund Advisors
Maryland
– -$244K -879 Closed
PTC
620
Petrus Trust Company
Texas
– -$241K -870 Closed
AAS
621
Avantax Advisory Services
Texas
– -$240K -866 Closed
MYAM
622
Meiji Yasuda Asset Management
Japan
– -$239K -864 Closed
IHL
623
Investment House LLC
California
– -$236K -850 Closed
EI
624
Ellevest Inc
New York
– -$235K -846 Closed
OC
625
Oppenheimer & Co
New York
– -$231K -833 Closed
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