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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
626
Ipswich Investment Management
Massachusetts
$739K – – –
Obermeyer Wealth Partners
627
Obermeyer Wealth Partners
Colorado
$737K -$6.33K -41 -0.8%
FF
628
FourThought Financial
Florida
$734K -$12.7K -82 -2%
Mission Wealth Management
629
Mission Wealth Management
California
$730K +$179K +1,159 +32%
AG
630
Ascent Group
Virginia
$727K +$9.11K +59 +1%
Bank Julius Baer & Co
631
Bank Julius Baer & Co
Switzerland
$725K -$104K -671 -12%
Quantinno Capital Management
632
Quantinno Capital Management
New York
$725K +$740K +4,792 New
SEM
633
Suncoast Equity Management
Florida
$717K +$70.3K +455 +11%
EP Wealth Advisors
634
EP Wealth Advisors
California
$713K -$51.9K -336 -7%
Algert Global
635
Algert Global
California
$712K +$727K +4,707 New
SignatureFD
636
SignatureFD
Georgia
$697K +$163K +1,056 +30%
HT
637
Heritage Trust
Oklahoma
$691K – – –
Harel Insurance Investments & Financial Services
638
Harel Insurance Investments & Financial Services
Israel
$688K -$2.52M -16,306 -78%
AWM
639
Altium Wealth Management
New York
$685K +$700K +4,533 New
BIA
640
Benchmark Investment Advisors
Illinois
$671K +$288K +1,867 +73%
Oppenheimer Asset Management
641
Oppenheimer Asset Management
New York
$669K +$353K +2,288 +107%
HBT
642
Heartland Bank & Trust
Illinois
$666K +$216K +1,399 +47%
Empirical Finance
643
Empirical Finance
Pennsylvania
$664K +$136K +880 +25%
UAML
644
US Asset Management LLC
Pennsylvania
$653K – – –
Parallel Advisors
645
Parallel Advisors
California
$644K +$185K +1,200 +40%
Connor, Clark & Lunn Investment Management (CC&L)
646
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$643K +$657K +4,256 New
AF
647
Arrow Financial
New York
$642K – – –
Ontario Teachers' Pension Plan Board
648
Ontario Teachers' Pension Plan Board
Ontario, Canada
$635K -$212K -1,370 -25%
EMG
649
ETF Managers Group
New Jersey
$634K +$13.6K +88 +2%
BTWM
650
Baker Tilly Wealth Management
Wisconsin
$634K +$647K +4,193 New