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Evercore

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
201
Independent Portfolio Consultants
Florida
$44K -$15.8K -315 -27%
DADC
202
D.A. Davidson & Co
Montana
$42K
IR
203
Invictus RG
Bermuda
$36K +$35.1K +699 New
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$32K -$4.73K -94 -13%
IP
205
Isthmus Partners
Wisconsin
$32K +$30.2K +600 New
HCM
206
Herndon Capital Management
Georgia
$30K -$24.8K -494 -46%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$26K
AG
208
Advisor Group
Arizona
$22K -$30.6K -608 -59%
IA
209
IFP Advisors
Florida
$22K -$22.2K -442 -51%
JCM
210
Jacobi Capital Management
Pennsylvania
$16K +$101 +2 +0.6%
OFS
211
Orrstown Financial Services
Pennsylvania
$16K +$5.53K +110 +55%
SWA
212
Sutton Wealth Advisors
Florida
$15.5K +$10.1K +201 +203%
PG
213
PEAK6 Group
Illinois
$13K -$60.1K -1,195 -82%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$12K +$3.22K +64 +36%
S
215
SignatureFD
Georgia
$10K
JFA
216
JNBA Financial Advisors
Minnesota
$10K +$9.55K +190 New
Loomis, Sayles & Company
217
Loomis, Sayles & Company
Massachusetts
$7K -$6.24K -124 -49%
DAM
218
Delta Asset Management
Tennessee
$3K
MFW
219
Mosaic Family Wealth
Missouri
$3K
CFG
220
Citizens Financial Group
Rhode Island
$2K
PMFA
221
Plante Moran Financial Advisors
Michigan
$2K
FPFS
222
First Personal Financial Services
North Carolina
$1K
HNB
223
Huntington National Bank
Ohio
$1K
MFS
224
MSI Financial Services
Massachusetts
$1K
RWM
225
Raffa Wealth Management
District of Columbia
$515