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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
651
Physician Wealth Advisors
Utah
$6.49K -$684 -2 -10%
BWL
652
Bogart Wealth LLC
Virginia
$5.46K +$342 +1 +7%
KAM
653
KEB Asset Management
Illinois
$5.46K +$5.47K +16 New
RWM
654
Rialto Wealth Management
New York
$5.12K +$342 +1 +7%
MAM
655
Meeder Asset Management
Ohio
$5.12K +$5.13K +15 New
NWM
656
Navigoe Wealth Management
California
$5K +$1.03K +3 +23%
MFT
657
Moisand Fitzgerald Tamayo
Florida
$4.78K – – –
HFS
658
Hughes Financial Services
Virginia
$4.78K +$2.05K +6 +75%
SWA
659
SOA Wealth Advisors
New York
$4.78K +$4.79K +14 New
TAP
660
Tounjian Advisory Partners
Florida
$4.71K +$4.79K +14 New
AS
661
Altshuler Shaham
Israel
$4.44K -$342 -1 -7%
CT
662
Clearstead Trust
Maine
$4.1K – – –
ACA
663
Atlas Capital Advisors
Wyoming
$4.1K – – –
RF
664
Rossby Financial
Florida
$3.76K +$342 +1 +10%
CH
665
Cromwell Holdings
Wyoming
$3.76K +$2.05K +6 +120%
SC
666
SouthState Corp
Florida
$3.42K +$342 +1 +11%
MB
667
MidFirst Bank
Oklahoma
$3.41K – – –
WA
668
WPG Advisers
Maryland
$3.41K – – –
WA
669
Westfuller Advisors
New York
$3.27K – – –
PC
670
Pier Capital
Connecticut
$3.07K -$850K -2,484 -100%
AWM
671
Activest Wealth Management
Florida
$3.07K -$2.74K -8 -47%
HNW
672
High Note Wealth
Minnesota
$3.07K – – –
BHWM
673
Bay Harbor Wealth Management
Maryland
$2.73K – – –
CFD
674
Creative Financial Designs
Indiana
$2.73K – – –
Q1WB
675
Quest 10 Wealth Builders
Virginia
$2.73K – – –