Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
---|
Name | Title | City, State | Date |
---|---|---|---|
Michael J. Mayer | Chief Compliance Officer | West Harrison, New York | 5/2/2025 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
Condor Capital Management | $1.15B | Martinsville, NJ | 028-04075 |
Evercore Wealth Management, LLC | $6.43B | New York, NY | 028-13662 |
Firethorn Wealth Partners, Llc | $254M | Augusta, GA | 028-21103 |
Schechter Investment Advisors, LLC | $1.21B | Birmingham, MI | 028-22667 |