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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
626
Two Sigma Securities
New York
$520K +$540K +4,770 New
OWP
627
Obermeyer Wealth Partners
Colorado
$518K -$226 -2 -0%
WPC
628
Wedmont Private Capital
Pennsylvania
$511K +$514K +4,547 New
ESB
629
Essex Savings Bank
Connecticut
$507K
HT
630
Heritage Trust
Oklahoma
$500K +$1.13K +10 +0.2%
IAIM
631
International Assets Investment Management
Florida
$496K +$514K +4,545 New
GIA
632
Gladstone Institutional Advisory
Florida
$495K -$11.4K -101 -2%
HWM
633
HB Wealth Management
Georgia
$493K +$33.5K +296 +7%
CW
634
CreativeOne Wealth
Kansas
$484K -$288K -2,542 -36%
CA
635
Claro Advisors
Massachusetts
$484K +$139K +1,228 +38%
SSB
636
Sandy Spring Bank
Maryland
$481K -$16.4K -145 -3%
Bank Julius Baer & Co
637
Bank Julius Baer & Co
Switzerland
$480K -$37.6K -332 -7%
WS
638
Wedbush Securities
California
$480K +$58.8K +520 +13%
UAML
639
US Asset Management LLC
Pennsylvania
$471K +$489K +4,322 New
ECA
640
Elevated Capital Advisors
Utah
$471K +$488K +4,315 New
HH
641
Hilltop Holdings
Texas
$461K +$12K +106 +3%
PA
642
Parallel Advisors
California
$453K -$13.7K -121 -3%
SP
643
Symmetry Partners
Connecticut
$452K
EWA
644
Etesian Wealth Advisors
Oregon
$451K +$468K +4,138 New
PAMG
645
Patton Albertson Miller Group
Tennessee
$449K -$48.7K -430 -9%
MAS
646
Meeder Advisory Services
Ohio
$445K +$462K +4,082 New
SS
647
Simplicity Solutions
Minnesota
$443K +$24.9K +220 +6%
CHC
648
City Holding Co
West Virginia
$439K +$46K +407 +11%
TFS
649
Thoroughbred Financial Services
Tennessee
$438K +$30.5K +270 +7%
AIM
650
Aquila Investment Management
New York
$436K +$453K +4,000 New