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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Sound Income Strategies
Florida
$3.14K – – –
BWL
602
Bogart Wealth LLC
Virginia
$3.04K – – –
CCM
603
Cloud Capital Management
Washington
$3K +$2.82K +9 New
CFD
604
Creative Financial Designs
Indiana
$2.7K – – –
Q1WB
605
Quest 10 Wealth Builders
Virginia
$2.7K – – –
HI
606
Horizon Investments
North Carolina
$2.7K +$2.51K +8 New
PWA
607
Principia Wealth Advisory
Texas
$2.36K – – –
HFS
608
Hughes Financial Services
Virginia
$2.16K – – –
SC
609
SouthState Corp
Florida
$2.02K – – –
TIM
610
Tortoise Investment Management
New York
$2.02K +$627 +2 +50%
EWP
611
Elevation Wealth Partners
California
$2.02K +$1.88K +6 New
DPW
612
DiNuzzo Private Wealth
Pennsylvania
$1.93K – – –
CH
613
Cromwell Holdings
Wyoming
$1.69K – – –
CAM
614
Creekmur Asset Management
Illinois
$1.37K – – –
BHWM
615
Bay Harbor Wealth Management
Maryland
$1.35K +$627 +2 +100%
BGAI
616
Bruce G. Allen Investments
Colorado
$1.01K -$1.25K -4 -57%
AF
617
Advisornet Financial
Minnesota
$1.01K – – –
CA
618
Crewe Advisors
Utah
$1.01K – – –
FNWA
619
Financial Network Wealth Advisors
Utah
$1.01K – – –
HIA
620
HFM Investment Advisors
New Jersey
$1.01K – – –
CAL
621
Capital Advisors Ltd
Ohio
$1K – – –
FMP
622
Financial Management Professionals
Texas
$675 – – –
BIM
623
Breakwater Investment Management
Washington
$675 +$627 +2 New
NC
624
North Capital
Utah
$675 +$627 +2 New
NSIM
625
North Star Investment Management
Illinois
$675 +$627 +2 New