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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$1M +$178K +3,004 +16%
M&T Bank
202
M&T Bank
New York
$968K +$23K +389 +2%
MML Investors Services
203
MML Investors Services
Massachusetts
$956K -$944K -15,929 -43%
CCM
204
Connective Capital Management
California
$946K +$1.24M +20,937 New
MWM
205
Mission Wealth Management
California
$917K +$47.6K +803 +4%
Creative Planning
206
Creative Planning
Kansas
$910K +$386K +6,515 +48%
RFM
207
Royal Fund Management
Florida
$899K +$1.18M +19,894 New
US Bancorp
208
US Bancorp
Minnesota
$885K +$178K +3,000 +18%
IWC
209
Integrated Wealth Concepts
Massachusetts
$881K +$506K +8,534 +78%
IAA
210
Independent Advisor Alliance
North Carolina
$844K +$38.9K +657 +4%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$823K -$113K -1,914 -10%
Truist Financial
212
Truist Financial
North Carolina
$815K +$862K +14,555 +418%
BC
213
Belmont Capital
California
$813K
CIM
214
CIM Investment Management
Pennsylvania
$808K -$652 -11 -0.1%
CPIG
215
Chicago Partners Investment Group
Illinois
$804K -$244K -4,120 -21%
IWM
216
Integris Wealth Management
California
$799K +$318K +5,371 +44%
BAM
217
Belpointe Asset Management
Nevada
$790K +$59 +1 +0%
SO
218
STRS Ohio
Ohio
$790K +$237K +4,002 +30%
SC
219
Sculptor Capital
New York
$768K -$276K -4,650 -21%
EF
220
Empowered Funds
Pennsylvania
$762K +$475K +8,014 +91%
HH
221
Hilltop Holdings
Texas
$748K -$69.1K -1,166 -7%
Prudential Financial
222
Prudential Financial
New Jersey
$737K +$247K +4,170 +34%
SC
223
Savant Capital
Illinois
$735K +$5.27K +89 +0.6%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$716K +$46.8K +790 +5%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$703K -$228K -3,855 -20%