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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
601
Prospera Financial Services
Texas
$608K -$11.7K -102 -2%
DF
602
Donoghue Forlines
Massachusetts
$607K -$36.6K -318 -6%
GRP
603
Global Retirement Partners
California
$605K -$32.8K -285 -5%
GT
604
Greenleaf Trust
Michigan
$604K +$278K +2,418 +86%
QCM
605
QRG Capital Management
Illinois
$599K +$16.1K +140 +3%
SRIM
606
Saratoga Research & Investment Management
California
$599K -$1.5K -13 -0.2%
RFC
607
Regions Financial Corp
Alabama
$596K -$169K -1,473 -22%
BIA
608
BHK Investment Advisors
Alabama
$595K -$56.8K -494 -9%
SI
609
Stephens Inc
Arkansas
$590K -$62.1K -540 -10%
FM
610
Foster & Motley
Ohio
$590K +$319K +2,773 +118%
BIM
611
Baldwin Investment Management
Pennsylvania
$588K
BBHC
612
Brown Brothers Harriman & Co
New York
$581K -$1.84K -16 -0.3%
AWM
613
Accel Wealth Management
Iowa
$578K -$17K -148 -3%
OIA
614
OneDigital Investment Advisors
Kansas
$576K +$87.6K +762 +18%
IMCOOI
615
Investment Management Corp of Ontario (IMCO)
Canada
$575K -$2.44M -21,216 -81%
RWA
616
River Wealth Advisors
Pennsylvania
$574K
TPWM
617
Twelve Points Wealth Management
Massachusetts
$572K +$43.9K +382 +8%
MCM
618
Mendel Capital Management
Arkansas
$570K +$6.9K +60 +1%
WAP
619
Wealthcare Advisory Partners
Pennsylvania
$567K +$11.7K +102 +2%
CIAS
620
Capital Investment Advisory Services
North Carolina
$561K -$50.1K -436 -8%
WC
621
Wynn Capital
Georgia
$556K +$25.3K +220 +5%
GWSG
622
GPS Wealth Strategies Group
Colorado
$554K +$96.4K +838 +21%
WT
623
Whittier Trust
California
$553K -$10.9K -95 -2%
YIH
624
Y-Intercept (HK)
Hong Kong
$549K +$548K +4,762 New
WPW
625
Warther Private Wealth
Ohio
$548K