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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Brophy Wealth Management
New Hampshire
$416K +$420K +3,823 New
BFG
677
Bleakley Financial Group
New Jersey
$416K +$93.8K +854 +29%
PTC
678
Private Trust Company
Ohio
$416K +$105K +952 +33%
WG
679
Wealth Group
North Carolina
$415K +$439 +4 +0.1%
MAM
680
Morse Asset Management
Connecticut
$414K -$1.28M -11,635 -75%
WA
681
WBH Advisory
Maryland
$414K -$2.09K -19 -0.5%
NWM
682
Northcape Wealth Management
New York
$412K
Assenagon Asset Management
683
Assenagon Asset Management
Luxembourg
$404K -$22.9K -209 -5%
LGF
684
LGT Group Foundation
Liechtenstein
$403K
GXJ
685
Global X Japan
Japan
$402K -$11.1K -101 -3%
MSFS
686
Main Street Financial Solutions
Pennsylvania
$400K +$13.6K +124 +3%
PA
687
Profund Advisors
Maryland
$400K +$47K +428 +13%
CIA
688
Concurrent Investment Advisors
Florida
$400K -$48.7K -444 -11%
IA
689
IFP Advisors
Florida
$400K +$25K +228 +7%
IWC
690
Integrated Wealth Concepts
Massachusetts
$399K +$48.1K +438 +14%
RG
691
Rathbones Group
United Kingdom
$394K
BAM
692
Belpointe Asset Management
Nevada
$393K +$90.5K +824 +30%
SFA
693
Sequoia Financial Advisors
Ohio
$391K -$32.8K -299 -8%
WFA
694
West Financial Advisors
Iowa
$391K
SN
695
Sittner & Nelson
Oregon
$389K +$156K +1,421 +66%
DWM
696
Dakota Wealth Management
Florida
$389K -$2.42K -22 -0.6%
SWA
697
Stratos Wealth Advisors
Ohio
$388K -$14.1K -128 -3%
TCM
698
Triumph Capital Management
Colorado
$386K +$389K +3,543 New
WA1
699
Wimmer Associates 1
California
$386K +$18.7K +170 +5%
BCWM
700
Bartlett & Co Wealth Management
Ohio
$384K -$103K -940 -21%