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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Claro Advisors
Massachusetts
$810K -$16.4K -143 -2%
RA
552
RFG Advisory
Alabama
$807K -$1.39M -12,083 -63%
NIM
553
NEOS Investment Management
Connecticut
$805K +$229K +1,992 +40%
NICM
554
Neo Ivy Capital Management
New York
$800K +$798K +6,940 New
FRM
555
Fox Run Management
Connecticut
$793K +$791K +6,876 New
VA
556
Vident Advisory
Georgia
$782K +$180K +1,563 +30%
CT
557
Coastline Trust
Rhode Island
$781K
AF
558
Allworth Financial
California
$777K +$159K +1,385 +26%
PA
559
Parallel Advisors
California
$766K -$30.1K -262 -4%
IRC
560
Investors Research Corp
Georgia
$754K
Focus Partners Wealth
561
Focus Partners Wealth
Massachusetts
$738K +$89.6K +779 +14%
AA
562
Apriem Advisors
California
$734K -$361K -3,135 -33%
SFSG
563
Sound Financial Strategies Group
Mississippi
$732K +$730K +6,346 New
BHCM
564
Brevan Howard Capital Management
Jersey
$730K +$728K +6,328 New
CFD
565
Creative Financial Designs
Indiana
$727K +$565K +4,914 +354%
PIM
566
Provident Investment Management
Michigan
$719K +$9.2K +80 +1%
FTDI
567
First Trust Direct Indexing
Massachusetts
$718K +$157K +1,361 +28%
ICP
568
Ironvine Capital Partners
Nebraska
$703K
MA
569
MCF Advisors
Kentucky
$702K +$15.6K +136 +2%
NRS
570
Neville Rodie & Shaw
New York
$701K
VAM
571
Verity Asset Management
North Carolina
$700K +$5.41K +47 +0.8%
Squarepoint
572
Squarepoint
New York
$698K -$2.42K -21 -0.3%
TI
573
Tidal Investments
Wisconsin
$695K -$31.6K -275 -4%
GWAM
574
Guardian Wealth Advisors (Minnesota)
Minnesota
$695K -$8.74K -76 -1%
GIA
575
Gateway Investment Advisers
Ohio
$692K -$232K -2,015 -25%