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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
501
Ashfield Capital Partners
California
$731K – – –
WOC
502
West Oak Capital
California
$730K +$33.4K +300 +5%
PWMAG
503
Pinnacle Wealth Management Advisory Group
New Jersey
$727K -$41.7K -375 -6%
BCP
504
Blackhawk Capital Partners
Wisconsin
$724K -$65.8K -591 -9%
KA
505
Kintegral Advisory
New York
$711K – – –
SAM
506
Sawgrass Asset Management
Florida
$707K +$20.9K +188 +3%
FAAS
507
First Allied Advisory Services
California
$703K -$148K -1,327 -18%
VNA
508
Valley National Advisers
Pennsylvania
$698K +$397K +3,569 +141%
CPA
509
Court Place Advisors
Maryland
$695K +$167K +1,504 +33%
NRS
510
Neville Rodie & Shaw
New York
$694K – – –
MAFM
511
Mid Atlantic Financial Management
Pennsylvania
$691K -$55.2K -496 -8%
CRC
512
Curi RMB Capital
Illinois
$687K -$7.35K -66 -1%
AWM
513
AE Wealth Management
Kansas
$687K +$297K +2,670 +80%
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$684K -$69.5K -624 -9%
HAG
515
HighPoint Advisor Group
Illinois
$681K -$1.34K -12 -0.2%
PCA
516
Private Capital Advisors
Connecticut
$678K – – –
JDR
517
Jay D. Rosenbaum
$667K -$71.8K -645 -10%
LFAS
518
Level Four Advisory Services
Texas
$660K +$13.6K +122 +2%
FCI
519
Financial Counselors Inc
Kansas
$659K +$642K +5,769 New
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$657K +$98.3K +883 +18%
Truist Financial
521
Truist Financial
North Carolina
$654K -$30.4K -273 -5%
JA
522
JLB & Associates
Michigan
$643K – – –
BFG
523
Beacon Financial Group
Texas
$638K -$13.1K -118 -2%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$635K +$69.6K +625 +13%
ECM
525
ExodusPoint Capital Management
New York
$635K +$407K +3,655 +192%