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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$5.46K +$342 +1 +7%
KAM
652
KEB Asset Management
Illinois
$5.46K +$5.47K +16 New
RWM
653
Rialto Wealth Management
New York
$5.12K +$342 +1 +7%
MAM
654
Meeder Asset Management
Ohio
$5.12K +$5.13K +15 New
NWM
655
Navigoe Wealth Management
California
$5K +$1.03K +3 +23%
MFT
656
Moisand Fitzgerald Tamayo
Florida
$4.78K
HFS
657
Hughes Financial Services
Virginia
$4.78K +$2.05K +6 +75%
SWA
658
SOA Wealth Advisors
New York
$4.78K +$4.79K +14 New
TAP
659
Tounjian Advisory Partners
Florida
$4.71K +$4.79K +14 New
AS
660
Altshuler Shaham
Israel
$4.44K -$342 -1 -7%
CT
661
Clearstead Trust
Maine
$4.1K
ACA
662
Atlas Capital Advisors
Wyoming
$4.1K
RF
663
Rossby Financial
Florida
$3.76K +$342 +1 +10%
CH
664
Cromwell Holdings
Wyoming
$3.76K +$2.05K +6 +120%
SC
665
SouthState Corp
Florida
$3.42K +$342 +1 +11%
MB
666
MidFirst Bank
Oklahoma
$3.41K
WA
667
WPG Advisers
Maryland
$3.41K
WA
668
Westfuller Advisors
New York
$3.27K
PC
669
Pier Capital
Connecticut
$3.07K -$850K -2,484 -100%
AWM
670
Activest Wealth Management
Florida
$3.07K -$2.74K -8 -47%
HNW
671
High Note Wealth
Minnesota
$3.07K
BHWM
672
Bay Harbor Wealth Management
Maryland
$2.73K
CFD
673
Creative Financial Designs
Indiana
$2.73K
Q1WB
674
Quest 10 Wealth Builders
Virginia
$2.73K
HIA
675
HFM Investment Advisors
New Jersey
$2.73K +$1.71K +5 +167%