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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
JA
551
JLB & Associates
Michigan
$604K -$262K -1,979 -30%
WA
552
WBH Advisory
Maryland
$599K +$33.1K +250 +6%
HT
553
Heritage Trust
Oklahoma
$597K
AIP
554
Almanack Investment Partners
Pennsylvania
$597K +$66.7K +504 +13%
CAM
555
Cypress Asset Management
Texas
$596K
Acadian Asset Management
556
Acadian Asset Management
Massachusetts
$593K +$44.6K +337 +8%
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$590K -$281K -2,124 -32%
AF
558
Arrow Financial
New York
$587K -$38.7K -293 -6%
SSWM
559
Sheets Smith Wealth Management
North Carolina
$582K +$1.85K +14 +0.3%
RIL
560
Rothschild Investment LLC
Illinois
$564K -$9.92K -75 -2%
CIM
561
Contravisory Investment Management
Massachusetts
$563K +$266K +2,014 +85%
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$561K -$1.59K -12 -0.3%
NB
563
Nicolet Bankshares
Wisconsin
$559K
ACG
564
Allen Capital Group
Nebraska
$559K +$4.5K +34 +0.9%
Federated Hermes
565
Federated Hermes
Pennsylvania
$559K +$292K +2,206 +103%
LNC
566
Lincoln National Corp
Pennsylvania
$553K +$5.95K +45 +1%
SIM
567
Stratos Investment Management
Ohio
$553K +$295K +2,227 +107%
DI
568
DAGCO Inc
Ohio
$548K
Mercer Global Advisors
569
Mercer Global Advisors
Colorado
$542K +$110K +835 +25%
MA
570
MUFG Americas
New York
$541K -$97.9K -740 -15%
AI
571
Atom Investors
Texas
$540K +$557K +4,215 New
AIL
572
AGF Investments LLC
Ontario, Canada
$535K -$1.35M -10,200 -71%
SC
573
SRB Corp
Massachusetts
$534K
Rockefeller Capital Management
574
Rockefeller Capital Management
New York
$524K -$208K -1,570 -28%
SC
575
SouthState Corp
Florida
$524K +$12.7K +96 +2%