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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WBH Advisory
Maryland
$505K +$511K +4,470 New
GVAG
627
Great Valley Advisor Group
Delaware
$501K +$155K +1,359 +44%
NL
628
NVWM LLC
Pennsylvania
$500K +$86.6K +758 +21%
GIA
629
Gladstone Institutional Advisory
Florida
$500K -$13K -114 -3%
ECM
630
Evergreen Capital Management
Washington
$499K +$59K +516 +13%
ECA
631
Elevated Capital Advisors
Utah
$497K +$10.3K +90 +2%
Bank Julius Baer & Co
632
Bank Julius Baer & Co
Switzerland
$496K -$800 -7 -0.2%
UAML
633
US Asset Management LLC
Pennsylvania
$487K -$1.14K -10 -0.2%
MFG
634
Midwest Financial Group
Kansas
$487K +$493K +4,315 New
BRWA
635
B. Riley Wealth Advisors
Florida
$486K +$191K +1,670 +63%
WAAG
636
Wealth Alliance Advisory Group
Kansas
$484K +$215K +1,883 +78%
KPWS
637
Kestra Private Wealth Services
Texas
$482K -$172K -1,505 -26%
TMAM
638
Tokio Marine Asset Management
Japan
$473K +$67K +586 +16%
VWA
639
V Wealth Advisors
Kansas
$470K +$50.2K +439 +12%
SP
640
Symmetry Partners
Connecticut
$468K – – –
LIM
641
Longfellow Investment Management
Massachusetts
$468K -$145K -1,268 -23%
TCM
642
Triumph Capital Management
Colorado
$466K +$256K +2,239 +119%
FTDI
643
First Trust Direct Indexing
Massachusetts
$464K +$52.3K +458 +13%
HT
644
Heritage Trust
Oklahoma
$461K -$57.1K -500 -11%
PIM
645
Provident Investment Management
Michigan
$458K +$231K +2,025 +100%
OIA
646
OneDigital Investment Advisors
Kansas
$457K +$21.1K +185 +5%
SSB
647
Sandy Spring Bank
Maryland
$454K -$44K -385 -9%
AIM
648
Aquila Investment Management
New York
$452K – – –
PIP
649
Peachtree Investment Partners
Florida
$450K +$1.26K +11 +0.3%
LOAMS
650
Lombard Odier Asset Management (Switzerland)
Switzerland
$449K +$455K +3,979 New