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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$58K
BlackRock
177
BlackRock
New York
$56K -$1.04K -19 -2%
BPBT
178
Boston Private Bank & Trust
Massachusetts
$54K +$13.7K +250 +36%
Barclays
179
Barclays
United Kingdom
$52K -$23.3K -424 -32%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$51K +$30.6K +558 +170%
SFU
181
Stonehage Fleming (UK)
United Kingdom
$32K +$30.8K +561 New
Creative Planning
182
Creative Planning
Kansas
$29K
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$28K -$3.4K -62 -11%
QT
184
Quantbot Technologies
New York
$28K +$16.5K +300 +150%
FNBT
185
FineMark National Bank & Trust
Florida
$25K
FHA
186
First Horizon Advisors
Tennessee
$15K
BRWM
187
B. Riley Wealth Management
Tennessee
$14K -$60.6K -1,104 -82%
PCM
188
Prelude Capital Management
New York
$12K +$11K +200 New
WEC
189
Winslow Evans & Crocker
Massachusetts
$7.72K
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$6.8K +$6.31K +115 +3,833%
HIM
191
Hillsdale Investment Management
Ontario, Canada
$5K
GAM
192
Gemmer Asset Management
California
$2K
PTC
193
Private Trust Company
Ohio
$2K +$1.1K +20 +167%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$2K +$2.25K +41 New
MFS
195
MSI Financial Services
Massachusetts
$1K
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1K
RFS
197
Rockefeller Financial Services
New York
$1K +$933 +17 New
RIM
198
Rainier Investment Management
Washington
-$27.3M -494,910 Closed
PRCM
199
Pine River Capital Management
Minnesota
-$19.3M -350,132 Closed
ICRM
200
Insight Capital Research & Management
California
-$6.63M -120,011 Closed