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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
626
River Wealth Advisors
Pennsylvania
$533K -$183K -1,840 -27%
CFA
627
CWS Financial Advisors
Michigan
$531K -$104K -1,048 -18%
AM
628
AGF Management
Ontario, Canada
$530K +$490K +4,923 New
PIM
629
Penobscot Investment Management
Massachusetts
$529K +$30.8K +309 +7%
QCM
630
Quantinno Capital Management
New York
$528K -$782K -7,856 -62%
WT
631
Whittier Trust
California
$527K -$4.38K -44 -0.9%
TMAM
632
Tokio Marine Asset Management
Japan
$526K
MCM
633
Mendel Capital Management
Arkansas
$524K -$99.7K -1,001 -17%
PWG
634
Portside Wealth Group
Utah
$523K -$30.3K -304 -6%
SPC
635
Sigma Planning Corp
Michigan
$521K -$794K -7,976 -62%
Impax Asset Management Group
636
Impax Asset Management Group
United Kingdom
$512K -$20.7K -208 -4%
WPW
637
Warther Private Wealth
Ohio
$512K
WC
638
Wynn Capital
Georgia
$510K +$471K +4,732 New
KFA
639
Krane Funds Advisors
New York
$509K +$12.4K +124 +3%
QCM
640
QRG Capital Management
Illinois
$504K -$44K -442 -9%
VVP
641
Venture Visionary Partners
Ohio
$502K -$16.4K -165 -3%
TIAA Trust, National Association
642
TIAA Trust, National Association
North Carolina
$500K +$135K +1,357 +41%
GT
643
Glenview Trust
Kentucky
$495K +$244K +2,451 +114%
BFS
644
Bard Financial Services
Connecticut
$493K -$49.8K -500 -10%
GVAG
645
Great Valley Advisor Group
Delaware
$488K -$81.9K -822 -15%
SWA
646
Stratos Wealth Advisors
Ohio
$488K +$21.6K +217 +5%
AC
647
AlphaCore Capital
California
$485K -$10.7K -107 -2%
SIA
648
Sit Investment Associates
Minnesota
$485K
CFAM
649
Center For Asset Management
Florida
$479K -$32.4K -325 -7%
KPWS
650
Kestra Private Wealth Services
Texas
$478K -$23K -231 -5%