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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
FF
626
FourThought Financial
Florida
$734K -$12.7K -82 -2%
MWM
627
Mission Wealth Management
California
$730K +$179K +1,159 +32%
AG
628
Ascent Group
Virginia
$727K +$9.11K +59 +1%
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$725K -$104K -671 -12%
QCM
630
Quantinno Capital Management
New York
$725K +$740K +4,792 New
SEM
631
Suncoast Equity Management
Florida
$717K +$70.3K +455 +11%
EWA
632
EP Wealth Advisors
California
$713K -$51.9K -336 -7%
AG
633
Algert Global
California
$712K +$727K +4,707 New
S
634
SignatureFD
Georgia
$697K +$163K +1,056 +30%
HT
635
Heritage Trust
Oklahoma
$691K
HIIFS
636
Harel Insurance Investments & Financial Services
Israel
$688K -$2.52M -16,306 -78%
AWM
637
Altium Wealth Management
New York
$685K +$700K +4,533 New
BIA
638
Benchmark Investment Advisors
Illinois
$671K +$288K +1,867 +73%
OAM
639
Oppenheimer Asset Management
New York
$669K +$353K +2,288 +107%
HBT
640
Heartland Bank & Trust
Illinois
$666K +$216K +1,399 +47%
EF
641
Empirical Finance
Pennsylvania
$664K +$136K +880 +25%
UAML
642
US Asset Management LLC
Pennsylvania
$653K
PA
643
Parallel Advisors
California
$644K +$185K +1,200 +40%
Connor, Clark & Lunn Investment Management (CC&L)
644
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$643K +$657K +4,256 New
AF
645
Arrow Financial
New York
$642K
OTPPB
646
Ontario Teachers' Pension Plan Board
Ontario, Canada
$635K -$212K -1,370 -25%
EMG
647
ETF Managers Group
New Jersey
$634K +$13.6K +88 +2%
BTWM
648
Baker Tilly Wealth Management
Wisconsin
$634K +$647K +4,193 New
IAN
649
Integrated Advisors Network
Texas
$629K -$2.36M -15,254 -79%
HH
650
Hilltop Holdings
Texas
$628K +$390K +2,523 +155%