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Evertec

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Penserra Capital Management
California
$62K -$7.55K -215 -10%
SIA
202
Sit Investment Associates
Minnesota
$56K – – –
US Bancorp
203
US Bancorp
Minnesota
$54K – – –
APA
204
American Portfolios Advisors
New York
$48.4K -$1.83K -52 -3%
HIA
205
Harbor Investment Advisory
Maryland
$46K – – –
SWA
206
Sutton Wealth Advisors
Florida
$34.8K +$4.92K +140 +14%
GWSG
207
GPS Wealth Strategies Group
Colorado
$31K – – –
Bessemer Group
208
Bessemer Group
New Jersey
$30K +$30.6K +871 +898%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$29K +$23.3K +664 +270%
WFA
210
Wipfli Financial Advisors
Wisconsin
$27K +$30.7K +875 New
AS
211
Altshuler Shaham
Israel
$26K +$1.09K +31 +4%
BG
212
Bellevue Group
Switzerland
$23K – – –
TPCW
213
TD Private Client Wealth
New York
$21.6K – – –
TFP
214
Tilia Fiduciary Partners
North Carolina
$14K – – –
IA
215
IFP Advisors
Florida
$14K +$35 +1 +8%
WTA
216
Washington Trust Advisors
Massachusetts
$13K – – –
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$13K +$11.5K +327 +330%
CWC
218
Carolinas Wealth Consulting
North Carolina
$12K – – –
FHA
219
First Horizon Advisors
Tennessee
$12K – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$9K -$14.3K -406 -59%
BTI
221
Blue Trust Inc
Georgia
$9K -$105 -3 -1%
PTC
222
Private Trust Company
Ohio
$8K -$4.21K -120 -32%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$6K -$3.3K -94 -32%
IFAM
224
Institutional & Family Asset Management
Colorado
$6K – – –
SC
225
Solstein Capital
California
$5K – – –