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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
676
Boston Family Office
Massachusetts
$248K +$5.9K +50 +3%
TA
677
Tiedemann Advisors
New York
$248K +$240K +2,029 New
CCP
678
Corient Capital Partners
California
$243K +$24.4K +207 +12%
FIM
679
Frontier Investment Management
Texas
$241K
AAS
680
Avantax Advisory Services
Texas
$240K +$233K +1,971 New
BEAM
681
Baker Ellis Asset Management
Washington
$239K
SWM
682
Segment Wealth Management
Texas
$239K +$232K +1,964 New
SCA
683
Spearhead Capital Advisors
Florida
$238K
OR
684
Olympiad Research
Connecticut
$238K +$231K +1,957 New
SAM
685
SignalPoint Asset Management
Missouri
$237K -$38.4K -325 -14%
WC
686
Westhampton Capital
North Carolina
$236K
CCA
687
Checchi Capital Advisers
California
$234K +$8.27K +70 +4%
ACM
688
Anfield Capital Management
California
$233K +$200K +1,692 New
WAM
689
Wealthspire Advisors (Maryland)
Maryland
$232K +$225K +1,902 New
HTC
690
Haverford Trust Company
Pennsylvania
$231K
CGL
691
Clarius Group LLC
Washington
$231K +$209K +1,773 New
ACG
692
Allen Capital Group
Nebraska
$231K +$223K +1,893 New
TU
693
TDAM USA
Ontario, Canada
$229K -$98.6K -835 -31%
Cetera Investment Advisers
694
Cetera Investment Advisers
Illinois
$229K -$5.55K -47 -2%
LCM
695
Landscape Capital Management
New Jersey
$228K +$221K +1,868 New
AIC
696
Ameritas Investment Company
Nebraska
$225K -$6.14K -52 -3%
FBT
697
First Bank & Trust
South Dakota
$224K -$44.5K -377 -17%
PHS
698
Pekin Hardy Strauss
Illinois
$224K
UBV
699
United Bank (Virginia)
Virginia
$224K
CAAS
700
Capital Asset Advisory Services
Michigan
$224K +$191K +1,616 New