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Evertec

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$5.91K
IFAM
227
Institutional & Family Asset Management
Colorado
$5.8K
SC
228
Solstein Capital
California
$5.33K
TWA
229
TCI Wealth Advisors
Arizona
$5.26K
TWC
230
TD Waterhouse Canada
Ontario, Canada
$4K +$4.21K +120 New
BWL
231
Bogart Wealth LLC
Virginia
$3.95K +$4.11K +117 New
BAM
232
Belpointe Asset Management
Nevada
$3.88K +$4.04K +115 New
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$3.64K
CFB
234
Cullen/Frost Bankers
Texas
$3.04K +$3.16K +90 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.62K
FFA
236
Farther Finance Advisors
California
$1.59K
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.52K +$351 +10 +29%
GRP
238
Global Retirement Partners
California
$1.51K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$1.38K +$1.44K +41 New
QCG
240
Quadrant Capital Group
Ohio
$1.15K
Lazard Asset Management
241
Lazard Asset Management
New York
$1K
SFG
242
Steward Financial Group
Texas
$1K +$1.12K +32 +400%
EWA
243
EverSource Wealth Advisors
Alabama
$945
SC
244
Schubert & Co
Texas
$777 +$35 +1 +5%
AF
245
Advisornet Financial
Minnesota
$540 +$70 +2 +14%
CFGS
246
Concourse Financial Group Securities
Alabama
$472 -$492 -14 -50%
SIC
247
SJS Investment Consulting
Ohio
$372
DI
248
Disciplined Investments
Oklahoma
$371 +$105 +3 +38%
Boston Partners
249
Boston Partners
Massachusetts
-$63.9M -1,972,071 Closed
IP
250
Interval Partners
New York
-$2.39M -73,828 Closed