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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
651
Wilmington Savings Fund Society
Delaware
$444K -$1.71K -15 -0.4%
TFS
652
Thoroughbred Financial Services
Tennessee
$441K -$12.7K -111 -3%
RPC
653
Rossmore Private Capital
Connecticut
$438K – – –
MAS
654
Meeder Advisory Services
Ohio
$438K -$23.2K -203 -5%
CA
655
Cetera Advisors
Colorado
$436K +$29K +254 +7%
1IA
656
1834 Investment Advisors
Wisconsin
$436K +$441K +3,862 New
SWM
657
Spire Wealth Management
Virginia
$435K +$164K +1,439 +60%
WFA
658
West Financial Advisors
Iowa
$434K +$440K +3,847 New
PFO
659
Pathstone Family Office
New Jersey
$433K -$455K -3,980 -52%
WPC
660
Wedmont Private Capital
Pennsylvania
$432K -$72.9K -638 -14%
HBW
661
Hazlett, Burt & Watson
West Virginia
$430K +$346K +3,031 +379%
NWM
662
Northcape Wealth Management
New York
$427K +$433K +3,785 New
FT
663
Fiduciary Trust
Massachusetts
$416K -$8K -70 -2%
AF
664
Arrow Financial
New York
$415K -$21.1K -185 -5%
FCI
665
Financial Counselors Inc
Kansas
$415K +$2.17K +19 +0.5%
RPCONE
666
Retirement Planning Company of New England
Rhode Island
$415K +$66.8K +585 +19%
AIM
667
Avity Investment Management
Connecticut
$413K +$418K +3,655 New
PTC
668
Private Trust Company
Ohio
$410K +$7.54K +66 +2%
TF
669
TIAA FSB
Florida
$407K +$18.1K +158 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
670
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$406K -$2.41M -21,100 -85%
SC
671
Savant Capital
Illinois
$405K +$63.2K +553 +18%
TPWM
672
Twelve Points Wealth Management
Massachusetts
$405K +$52.7K +461 +15%
WB
673
WesBanco Bank
West Virginia
$401K – – –
CCM
674
Coldstream Capital Management
Washington
$392K +$6.86K +60 +2%
BAM
675
Blueshift Asset Management
New Jersey
$391K +$396K +3,467 New