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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
76
Live Oak Private Wealth
North Carolina
$11.7M +$5.66K +226 +0.1%
HJIM
77
Henry James International Management
New York
$11.7M -$1.87M -74,700 -14%
OAM
78
Oppenheimer Asset Management
New York
$11.6M -$265K -10,601 -2%
RPA
79
Rock Point Advisors
Vermont
$11.6M -$1.23M -49,260 -10%
CFB
80
Cullen/Frost Bankers
Texas
$11.1M -$184K -7,371 -2%
CEI
81
Clark Estates Inc
New York
$10.4M -$5M -200,000 -33%
Truist Financial
82
Truist Financial
North Carolina
$9.84M -$7.18K -287 -0.1%
NC
83
Nixon Capital
Texas
$9.76M -$7.86M -314,035 -46%
Mariner
84
Mariner
Kansas
$9.63M +$778K +31,107 +9%
MML Investors Services
85
MML Investors Services
Massachusetts
$9.54M +$704K +28,132 +8%
Vanguard Personalized Indexing Management
86
Vanguard Personalized Indexing Management
California
$9.53M +$898K +35,901 +11%
SAM
87
Silvercrest Asset Management
New York
$9.32M -$246K -9,849 -3%
BCI
88
Brinker Capital Investments
Pennsylvania
$9.22M +$1.62M +64,872 +22%
AAIS
89
ABN AMRO Investment Solutions
$8.74M
MG
90
Markel Group
Virginia
$8.72M
First Trust Advisors
91
First Trust Advisors
Illinois
$8.72M -$163K -6,522 -2%
MCM
92
Marsico Capital Management
Colorado
$8.56M +$8.23M +328,733 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$8.35M +$941K +37,597 +13%
AQR Capital Management
94
AQR Capital Management
Connecticut
$8.23M +$3.44M +137,350 +77%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$8.15M +$252K +10,068 +3%
State Street
96
State Street
Massachusetts
$7.94M +$1.43M +57,136 +23%
SC
97
Scotia Capital
Ontario, Canada
$7.72M -$1.14M -45,450 -13%
RG
98
Renaissance Group
Kentucky
$7.72M -$27.1K -1,082 -0.4%
CWP
99
Capital Wealth Planning
Florida
$7.71M +$4.26M +170,039 +135%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$7.7M -$171K -6,828 -2%