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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
VH
651
Visionary Horizons
Tennessee
$478K +$442K +4,440 New
VI
652
Vestcor Inc
New Brunswick, Canada
$475K -$3.98K -40 -0.9%
TPWM
653
Twelve Points Wealth Management
Massachusetts
$475K -$9.06K -91 -2%
Bank Julius Baer & Co
654
Bank Julius Baer & Co
Switzerland
$474K -$5.18K -52 -1%
WAAG
655
Wealth Alliance Advisory Group
Kansas
$471K +$5.18K +52 +1%
DG
656
DMC Group
Alabama
$471K +$120K +1,203 +38%
Parallax Volatility Advisers
657
Parallax Volatility Advisers
California
$467K -$1.87M -18,811 -81%
OWP
658
Obermeyer Wealth Partners
Colorado
$466K -$39.1K -393 -8%
BBHC
659
Brown Brothers Harriman & Co
New York
$466K -$6.77K -68 -2%
CIA
660
Compass Ion Advisors
Pennsylvania
$466K -$1.49K -15 -0.3%
LIM
661
Longfellow Investment Management
Massachusetts
$465K
BHCM
662
Brevan Howard Capital Management
Jersey
$464K +$429K +4,306 New
AIM
663
Avity Investment Management
Connecticut
$463K -$35.4K -355 -8%
FTDI
664
First Trust Direct Indexing
Massachusetts
$461K +$24.7K +248 +6%
WA
665
WBH Advisory
Maryland
$461K -$1.1K -11 -0.3%
UAML
666
US Asset Management LLC
Pennsylvania
$461K +$427K +4,284 New
FNB
667
Farmers National Bank
Kentucky
$461K -$87.5K -878 -17%
PT
668
Plimoth Trust
Massachusetts
$457K -$28.4K -285 -6%
TCOT
669
Trust Company of Toledo
Ohio
$456K -$13.5K -136 -3%
CW
670
CreativeOne Wealth
Kansas
$448K -$139K -1,394 -25%
VSQM
671
V-Square Quantitative Management
Illinois
$446K +$98.8K +992 +31%
SFI
672
Siemens Fonds Invest
Germany
$445K +$34.1K +342 +9%
PTC
673
Private Trust Company
Ohio
$444K +$15.7K +158 +4%
HT
674
Heritage Trust
Oklahoma
$442K -$14.5K -146 -3%
DWT
675
Dorsey & Whitney Trust
South Dakota
$440K +$56.5K +567 +16%