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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
626
Center For Asset Management
Florida
$544K +$2.12K +19 +0.4%
SWA
627
Stratos Wealth Advisors
Ohio
$542K -$9.16K -82 -2%
ECM
628
Evergreen Capital Management
Washington
$540K +$495K +4,428 New
WAAG
629
Wealth Alliance Advisory Group
Kansas
$538K +$4.02K +36 +0.8%
Bank Julius Baer & Co
630
Bank Julius Baer & Co
Switzerland
$536K -$558 -5 -0.1%
TIAA Trust, National Association
631
TIAA Trust, National Association
North Carolina
$535K -$28.3K -253 -5%
VI
632
Vestcor Inc
New Brunswick, Canada
$534K -$4.24K -38 -0.9%
LIM
633
Longfellow Investment Management
Massachusetts
$531K +$3.8K +34 +0.8%
LA
634
LVW Advisors
New York
$529K +$164K +1,468 +51%
OWP
635
Obermeyer Wealth Partners
Colorado
$527K – – –
BFS
636
Bard Financial Services
Connecticut
$527K -$27.9K -250 -5%
PTC
637
Private Trust Company
Ohio
$525K +$20.7K +185 +4%
P
638
&Partners
Tennessee
$521K +$96.6K +865 +25%
UAML
639
US Asset Management LLC
Pennsylvania
$517K -$4.69K -42 -1%
OIA
640
OneDigital Investment Advisors
Kansas
$517K -$122K -1,096 -21%
TCOT
641
Trust Company of Toledo
Ohio
$516K – – –
KPWS
642
Kestra Private Wealth Services
Texas
$513K -$26.6K -238 -5%
VSQM
643
V-Square Quantitative Management
Illinois
$505K – – –
DWT
644
Dorsey & Whitney Trust
South Dakota
$502K +$3.13K +28 +0.7%
HT
645
Heritage Trust
Oklahoma
$501K – – –
WA
646
WBH Advisory
Maryland
$497K -$23.6K -211 -5%
PT
647
Plimoth Trust
Massachusetts
$495K -$21.2K -190 -4%
KFA
648
Krane Funds Advisors
New York
$493K -$65K -582 -12%
VH
649
Visionary Horizons
Tennessee
$491K -$20.1K -180 -4%
FWCM
650
Ferguson Wellman Capital Management
Oregon
$491K +$558 +5 +0.1%