GW HENSSLER & ASSOCIATES LTD

Position in EVR — Evercore Inc.

CIK 1080369 KENNESAW, GA

Position in EVR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$214,765

-$613 QoQ

Shares Held

629

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#550

of 707 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

GW HENSSLER & ASSOCIATES LTD holds $54,672,690 across 6 Capital Markets names. EVR ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	238,027	$21,962,751
2	MS	Morgan Stanley	93,644	$19,575,341
3	LAZ	Lazard, Inc.	297,132	$12,461,716
4	GS	Goldman Sachs Group Inc	230	$232,615
5	MC	Moelis & Co	3,447	$225,502
6	EVR	Evercore Inc. This page	629	$214,765

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,765	629	-0.6%	Shares	Sole	2026-07-28
2025-12-31	$215,378	633	0.0%	Shares	Sole	2026-02-10
2025-09-30	$213,523	633	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.