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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
676
West Financial Advisors
Iowa
$403K – – –
GRP
677
Global Retirement Partners
California
$401K +$2.7K +24 +0.6%
HBW
678
Hazlett, Burt & Watson
West Virginia
$401K +$113 +1 +0%
MIM
679
Morningstar Investment Management
Illinois
$401K +$45.3K +402 +12%
CAM
680
CenterStar Asset Management
Illinois
$401K +$431K +3,824 New
RG
681
Rathbones Group
United Kingdom
$401K +$430K +3,820 New
CPA
682
Court Place Advisors
Maryland
$397K -$59.6K -529 -12%
SFI
683
Siemens Fonds Invest
Germany
$397K -$152K -1,348 -26%
NWM
684
Northcape Wealth Management
New York
$397K – – –
PRC
685
Pearl River Capital
Michigan
$381K +$409K +3,630 New
PSFG
686
Prairie Sky Financial Group
Illinois
$378K – – –
STA
687
Summit Trail Advisors
New York
$377K -$9.46K -84 -2%
ECM
688
Evergreen Capital Management
Washington
$373K -$3.83K -34 -0.9%
GWSG
689
GPS Wealth Strategies Group
Colorado
$370K +$51.8K +460 +15%
DWT
690
Dorsey & Whitney Trust
South Dakota
$369K +$39.5K +351 +11%
CA
691
Cullinan Associates
Kentucky
$367K -$225K -2,000 -36%
SB
692
Simmons Bank
Arkansas
$367K +$73.9K +656 +23%
ACM
693
Aquatic Capital Management
Illinois
$367K -$563K -5,000 -59%
LG
694
LaFleur & Godfrey
Michigan
$363K – – –
DEA
695
DoubleLine ETF Adviser
Florida
$362K +$26.5K +235 +7%
CCM
696
Coldstream Capital Management
Washington
$356K +$148K +1,314 +63%
BFG
697
Bleakley Financial Group
New Jersey
$356K +$12.6K +112 +3%
SS
698
Simplicity Solutions
Minnesota
$356K +$12.6K +112 +3%
MSFS
699
Main Street Financial Solutions
Pennsylvania
$354K +$8.11K +72 +2%
CIAS
700
Capital Investment Advisory Services
North Carolina
$354K +$381K +3,379 New