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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
626
Bay Harbor Wealth Management
Maryland
$2.39K +$1.31K +4 +100%
HWP
627
Highline Wealth Partners
California
$2.39K +$2.62K +8 New
EWP
628
Elevation Wealth Partners
California
$2.09K -$1.97K -6 -46%
DPW
629
DiNuzzo Private Wealth
Pennsylvania
$1.79K
MA
630
MCF Advisors
Kentucky
$1.79K +$1.97K +6 New
WETS
631
Wealth Enhancement Trust Services
South Dakota
$1.79K
SEP
632
Signature Equity Partners
Ohio
$1.49K -$4.91K -15 -75%
AGWCA
633
Annis Gardner Whiting Capital Advisors
Florida
$1.49K
CH
634
Cromwell Holdings
Wyoming
$1.49K
FRA
635
Front Row Advisors
California
$1.49K +$1.64K +5 New
IPS
636
Investors Portfolio Services
Washington
$1.34K -$327 -1 -20%
AW
637
Avion Wealth
Texas
$1K -$327 -1 -20%
CAL
638
Capital Advisors Ltd
Ohio
$1K
AF
639
Advisornet Financial
Minnesota
$896
BGAI
640
Bruce G. Allen Investments
Colorado
$896
CA
641
Crewe Advisors
Utah
$896
HIA
642
HFM Investment Advisors
New Jersey
$896
VWM
643
Vermillion Wealth Management
Minnesota
$896 +$982 +3 New
APW
644
Atlantic Private Wealth
North Carolina
$599
ACA
645
American Capital Advisory
Idaho
$598 +$655 +2 New
S
646
Sachetta
Massachusetts
$598 +$655 +2 New
FMP
647
Financial Management Professionals
Texas
$597
BFS
648
Bare Financial Services
Pennsylvania
$597 +$655 +2 New
AWM
649
Abound Wealth Management
Tennessee
$395
SL
650
Salomon & Ludwin
Virginia
$305 -$13.1K -40 -98%