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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
AW
626
Avion Wealth
Texas
$1K +$964 +3 +150%
APW
627
Atlantic Private Wealth
North Carolina
$682 +$643 +2 New
FMP
628
Financial Management Professionals
Texas
$681 – – –
SWM
629
Spire Wealth Management
Virginia
$681 +$643 +2 New
AWM
630
Abound Wealth Management
Tennessee
$450 +$321 +1 New
CJ
631
Caitlin John
Michigan
$340 -$4.5K -14 -93%
Kayne Anderson Rudnick Investment Management
632
Kayne Anderson Rudnick Investment Management
California
$340 – – –
ANBT
633
American National Bank & Trust
Texas
$340 +$321 +1 New
UFF
634
USA Financial Formulas
Michigan
$340 +$321 +1 New
DF
635
Dunhill Financial
United Kingdom
$264 +$321 +1 New
RCM
636
Raleigh Capital Management
North Carolina
$13 – – –
BCPEMI
637
Bain Capital Public Equity Management II
Massachusetts
– -$146M -434,209 Closed
Artisan Partners
638
Artisan Partners
Wisconsin
– -$54.2M -160,544 Closed
KHCM
639
Kettle Hill Capital Management
New York
– -$22.3M -66,047 Closed
BTW
640
Boston Trust Walden
Massachusetts
– -$12.1M -35,729 Closed
BCPE
641
Bain Capital Public Equity
Massachusetts
– -$9.76M -28,938 Closed
EP
642
Edgestream Partners
New Jersey
– -$8.62M -25,565 Closed
Arrowstreet Capital
643
Arrowstreet Capital
Massachusetts
– -$7.4M -21,931 Closed
TIG
644
Tribune Investment Group
New York
– -$6.75M -20,000 Closed
SWGC
645
Summit Wealth Group (Colorado)
Colorado
– -$3.98M -19,614 Closed
UOTTAIMCU
646
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$5.79M -17,171 Closed
Marshall Wace
647
Marshall Wace
United Kingdom
– -$4.71M -13,960 Closed
Adage Capital Partners
648
Adage Capital Partners
Massachusetts
– -$4.39M -13,000 Closed
Capital Fund Management (CFM)
649
Capital Fund Management (CFM)
France
– -$3.66M -10,853 Closed
LCM
650
Laurion Capital Management
New York
– -$3.4M -10,074 Closed