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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$48K -$139K -2,906 -76%
HCM
202
Herndon Capital Management
Georgia
$48K +$860 +18 +2%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$46K
DADC
204
D.A. Davidson & Co
Montana
$44K +$191 +4 +0.5%
IA
205
IFP Advisors
Florida
$43K -$64.1K -1,342 -74%
Simplex Trading
206
Simplex Trading
Illinois
$34K -$12.7K -266 -28%
ASN
207
Advisory Services Network
Georgia
$33K +$30.2K +632 New
SWA
208
Sutton Wealth Advisors
Florida
$29.2K +$27K +565 New
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$26K +$23.9K +500 New
Loomis, Sayles & Company
210
Loomis, Sayles & Company
Massachusetts
$19K +$9.56K +200 +119%
MFS
211
MSI Financial Services
Massachusetts
$14K +$3.11K +65 +31%
Acadian Asset Management
212
Acadian Asset Management
Massachusetts
$12K
Creative Planning
213
Creative Planning
Kansas
$10K
S
214
SignatureFD
Georgia
$10K +$9.08K +190 +1,727%
TDC
215
Thompson Davis & Co
Virginia
$7K -$143 -3 -2%
KT
216
Kanaly Trust
Texas
$5K -$478 -10 -9%
GWM
217
Gupta Wealth Management
California
$5K +$4.25K +89 New
DAM
218
Delta Asset Management
Tennessee
$3K
CFG
219
Citizens Financial Group
Rhode Island
$3K +$1.24K +26 +113%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.39K +50 +500%
PMFA
221
Plante Moran Financial Advisors
Michigan
$3K +$2.58K +54 New
HNB
222
Huntington National Bank
Ohio
$2K -$1K -21 -40%
MFW
223
Mosaic Family Wealth
Missouri
$2K
SGAM
224
Smith Group Asset Management
Texas
$1K -$13.8K -289 -92%
RWM
225
Raffa Wealth Management
District of Columbia
$518