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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
626
Obermeyer Wealth Partners
Colorado
$554K – – –
SWA
627
Stratos Wealth Advisors
Ohio
$553K +$154K +1,215 +33%
Bank Julius Baer & Co
628
Bank Julius Baer & Co
Switzerland
$547K +$2.54K +20 +0.4%
CCP
629
Corient Capital Partners
California
$535K -$44K -346 -7%
JE
630
JMAC Enterprises
Pennsylvania
$535K +$203K +1,600 +51%
CFA
631
CWS Financial Advisors
Michigan
$533K +$390K +3,071 +189%
KIA
632
KCM Investment Advisors
California
$532K -$142K -1,114 -19%
EF
633
Empirical Finance
Pennsylvania
$527K +$31.9K +251 +6%
PAMG
634
Patton Albertson Miller Group
Tennessee
$526K -$183K -1,436 -24%
PFO
635
Pathstone Family Office
New Jersey
$521K +$218K +1,712 +60%
HT
636
Heritage Trust
Oklahoma
$520K – – –
HBT
637
Heartland Bank & Trust
Illinois
$519K +$20.3K +160 +4%
CAM
638
Cresset Asset Management
Illinois
$513K -$329K -2,591 -30%
BFS
639
Bard Financial Services
Connecticut
$508K +$569K +4,475 New
FIM
640
Freedom Investment Management
Connecticut
$506K +$147K +1,159 +35%
HLOC
641
H.L. Ormond & Company
North Carolina
$505K +$565K +4,445 New
AIM
642
Anchor Investment Management
South Carolina
$505K +$152K +1,192 +37%
EMG
643
ETF Managers Group
New Jersey
$503K +$27.5K +216 +5%
FT
644
Fiduciary Trust
Massachusetts
$501K -$82K -645 -13%
OAM
645
Oppenheimer Asset Management
New York
$499K -$4.07K -32 -0.7%
FCI
646
Financial Counselors Inc
Kansas
$499K +$37.6K +296 +7%
EF
647
Empowered Funds
Pennsylvania
$499K +$44.6K +351 +9%
TC
648
TwinBeech Capital
New York
$499K +$377K +2,966 +208%
UAML
649
US Asset Management LLC
Pennsylvania
$491K – – –
WA
650
WBH Advisory
Maryland
$489K – – –