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Evertec

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$1.46K -$217 -6 -12%
FFA
227
Farther Finance Advisors
California
$1.41K +$181 +5 +13%
UB
228
UMB Bank
Missouri
$1.1K +$325 +9 +38%
EWA
229
EverSource Wealth Advisors
Alabama
$1.03K -$289 -8 -21%
PWMG
230
Private Wealth Management Group
New Jersey
$1.03K – – –
JSAM
231
J. Safra Asset Management
New York
$831 +$904 +25 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$765 – – –
TWC
233
TD Waterhouse Canada
Ontario, Canada
$760 +$831 +23 New
CFGS
234
Concourse Financial Group Securities
Alabama
$698 – – –
QCG
235
Quadrant Capital Group
Ohio
$532 -$398 -11 -41%
CA
236
Continuum Advisory
Idaho
$499 – – –
AWM
237
Abound Wealth Management
Tennessee
$433 – – –
RIL
238
Rothschild Investment LLC
Illinois
$333 +$181 +5 +100%
WIA
239
Wetzel Investment Advisors
Indiana
$319 – – –
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$164 – – –
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$133 – – –
SIC
242
SJS Investment Consulting
Ohio
$133 – – –
TFM
243
TFC Financial Management
Massachusetts
$34 +$36 +1 New
SM
244
Sunriver Management
Connecticut
– -$35.1M -879,617 Closed
OFCM
245
One Fin Capital Management
California
– -$14M -350,000 Closed
Schroder Investment Management Group
246
Schroder Investment Management Group
United Kingdom
– -$11.2M -281,685 Closed
Nordea Investment Management
247
Nordea Investment Management
Sweden
– -$8.77M -217,123 Closed
CP
248
CenterBook Partners
Connecticut
– -$8.37M -209,683 Closed
EAM
249
Eagle Asset Management
Florida
– -$7.45M -191,947 Closed
TPSF
250
Texas Permanent School Fund
Texas
– -$2.26M -56,564 Closed