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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$1.63M +$606K +19,477 +64%
State Street
77
State Street
Massachusetts
$1.47M
SIA
78
Schechter Investment Advisors
Michigan
$1.31M +$1.25M +40,153 New
EI
79
Ethic Inc
New York
$1.3M +$197K +6,326 +19%
AP
80
Advisor Partners
California
$1.3M +$80K +2,571 +7%
OAM
81
Oppenheimer Asset Management
New York
$1.17M -$199K -6,407 -15%
LCAM
82
London & Capital Asset Management
United Kingdom
$1.13M +$78.2K +2,513 +8%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12M -$21.1K -679 -2%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$1.09M -$9.65K -310 -0.9%
CQS
85
Credential Qtrade Securities
$1.07M +$87.2K +2,803 +9%
BDS
86
Banco de Sabadell
Florida
$1.07M +$91.6K +2,942 +10%
AWM
87
Altium Wealth Management
New York
$1.05M +$266K +8,563 +36%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$1.03M +$73.7K +2,369 +8%
Comerica Bank
89
Comerica Bank
Texas
$1M -$92.6K -2,975 -8%
YCM
90
Yousif Capital Management
Michigan
$977K +$932K +29,950 New
Vanguard Personalized Indexing Management
91
Vanguard Personalized Indexing Management
California
$905K +$189K +6,070 +28%
FTDI
92
First Trust Direct Indexing
Massachusetts
$885K +$18.8K +603 +2%
VWM
93
Venturi Wealth Management
Texas
$866K +$53.4K +1,716 +7%
Truist Financial
94
Truist Financial
North Carolina
$855K -$51.3K -1,647 -6%
MML Investors Services
95
MML Investors Services
Massachusetts
$832K +$4.7K +151 +0.6%
Creative Planning
96
Creative Planning
Kansas
$816K -$34.7K -1,116 -4%
LA
97
LVW Advisors
New York
$793K -$36.6K -1,175 -5%
MG
98
Mather Group
Illinois
$791K +$755K +24,255 New
M&T Bank
99
M&T Bank
New York
$777K -$109K -3,501 -13%
IWA
100
Intercontinental Wealth Advisors
Texas
$771K +$24.6K +792 +3%