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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
676
Asset Dedication LLC
California
$2.73K +$2.74K +8 New
CCMI
677
Creative Capital Management Investments
California
$2.73K +$2.74K +8 New
CPG
678
Cornerstone Planning Group
New Jersey
$2.68K
CWP
679
Concord Wealth Partners
Virginia
$2.4K +$2.4K +7 New
WA
680
Whipplewood Advisors
Colorado
$2.39K -$5.82K -17 -71%
PWA
681
Principia Wealth Advisory
Texas
$2.39K -$342 -1 -13%
DPW
682
DiNuzzo Private Wealth
Pennsylvania
$2.05K
WCM
683
Winthrop Capital Management
Indiana
$2K +$2.4K +7 New
SEP
684
Signature Equity Partners
Ohio
$1.71K
FRA
685
Front Row Advisors
California
$1.51K
IPS
686
Investors Portfolio Services
Washington
$1.37K
CA
687
Crewe Advisors
Utah
$1.02K
AF
688
Advisornet Financial
Minnesota
$1.02K
BGAI
689
Bruce G. Allen Investments
Colorado
$1.02K
AW
690
Avion Wealth
Texas
$1K -$342 -1 -25%
CAL
691
Capital Advisors Ltd
Ohio
$1K
APW
692
Atlantic Private Wealth
North Carolina
$685
CA
693
CoreCap Advisors
Michigan
$683 -$16.1K -47 -96%
ACA
694
American Capital Advisory
Idaho
$683
BFS
695
Bare Financial Services
Pennsylvania
$683
FMP
696
Financial Management Professionals
Texas
$683
S
697
Sachetta
Massachusetts
$683
CFM
698
Cornerstone Financial Management
Massachusetts
$683 +$684 +2 New
RWM
699
Raffa Wealth Management
District of Columbia
$683 +$684 +2 New
AWM
700
Abound Wealth Management
Tennessee
$451