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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
651
Integrated Advisors Network
Texas
$629K -$2.36M -15,254 -79%
HH
652
Hilltop Holdings
Texas
$628K +$390K +2,523 +155%
Ballentine Partners
653
Ballentine Partners
Massachusetts
$627K +$37.2K +241 +6%
ESB
654
Essex Savings Bank
Connecticut
$627K +$137K +890 +27%
SB
655
Strategic Blueprint
Georgia
$623K +$104K +676 +20%
FCI
656
Financial Counselors Inc
Kansas
$620K -$133K -861 -17%
MFS
657
Mirabella Financial Services
United Kingdom
$618K +$631K +4,087 New
VAM
658
Verity Asset Management
North Carolina
$615K +$134K +867 +27%
AIA Group
659
AIA Group
Hong Kong
$614K +$179K +1,162 +40%
Summit Trail Advisors
660
Summit Trail Advisors
New York
$611K +$624K +4,039 New
Empowered Funds
661
Empowered Funds
Pennsylvania
$610K +$126K +818 +25%
CI
662
Cigna Investments
Connecticut
$608K -$172K -1,113 -22%
Wilmington Savings Fund Society
663
Wilmington Savings Fund Society
Delaware
$608K -$31.3K -203 -5%
CA
664
Cornerstone Advisors
North Carolina
$605K -$618K -4,000 -50%
SSWM
665
Sheets Smith Wealth Management
North Carolina
$604K -$37.1K -240 -6%
Guinness Asset Management
666
Guinness Asset Management
United Kingdom
$597K -$107K -691 -15%
GCP
667
GSA Capital Partners
United Kingdom
$594K +$607K +3,929 New
Vestmark Advisory Solutions
668
Vestmark Advisory Solutions
Massachusetts
$591K +$242K +1,569 +67%
Independent Advisor Alliance
669
Independent Advisor Alliance
North Carolina
$582K +$298K +1,932 +101%
BAS
670
Brown Advisory Securities
Maryland
$580K -$262K -1,700 -31%
RIL
671
Rothschild Investment LLC
Illinois
$578K +$37.7K +244 +7%
GIA
672
Gladstone Institutional Advisory
Florida
$572K -$1.1M -7,125 -65%
Atria Wealth Solutions
673
Atria Wealth Solutions
New York
$570K +$581K +3,765 New
VWA
674
V Wealth Advisors
Kansas
$569K +$254K +1,644 +78%
NERM
675
New England Research & Management
Illinois
$565K +$577K +3,735 New