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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
676
HFM Investment Advisors
New Jersey
$2.73K +$1.71K +5 +167%
ADL
677
Asset Dedication LLC
California
$2.73K +$2.74K +8 New
CCMI
678
Creative Capital Management Investments
California
$2.73K +$2.74K +8 New
CPG
679
Cornerstone Planning Group
New Jersey
$2.68K – – –
CWP
680
Concord Wealth Partners
Virginia
$2.4K +$2.4K +7 New
WA
681
Whipplewood Advisors
Colorado
$2.39K -$5.82K -17 -71%
PWA
682
Principia Wealth Advisory
Texas
$2.39K -$342 -1 -13%
DPW
683
DiNuzzo Private Wealth
Pennsylvania
$2.05K – – –
WCM
684
Winthrop Capital Management
Indiana
$2K +$2.4K +7 New
SEP
685
Signature Equity Partners
Ohio
$1.71K – – –
FRA
686
Front Row Advisors
California
$1.51K – – –
IPS
687
Investors Portfolio Services
Washington
$1.37K – – –
CA
688
Crewe Advisors
Utah
$1.02K – – –
AF
689
Advisornet Financial
Minnesota
$1.02K – – –
BGAI
690
Bruce G. Allen Investments
Colorado
$1.02K – – –
AW
691
Avion Wealth
Texas
$1K -$342 -1 -25%
CAL
692
Capital Advisors Ltd
Ohio
$1K – – –
APW
693
Atlantic Private Wealth
North Carolina
$685 – – –
CA
694
CoreCap Advisors
Michigan
$683 -$16.1K -47 -96%
ACA
695
American Capital Advisory
Idaho
$683 – – –
BFS
696
Bare Financial Services
Pennsylvania
$683 – – –
FMP
697
Financial Management Professionals
Texas
$683 – – –
S
698
Sachetta
Massachusetts
$683 – – –
CFM
699
Cornerstone Financial Management
Massachusetts
$683 +$684 +2 New
RWM
700
Raffa Wealth Management
District of Columbia
$683 +$684 +2 New