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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
PT
676
Plimoth Trust
Massachusetts
$419K -$13.2K -120 -3%
BFS
677
Bard Financial Services
Connecticut
$417K -$27.4K -250 -6%
BWM
678
Brophy Wealth Management
New Hampshire
$416K +$420K +3,823 New
BFG
679
Bleakley Financial Group
New Jersey
$416K +$93.8K +854 +29%
PTC
680
Private Trust Company
Ohio
$416K +$105K +952 +33%
WG
681
Wealth Group
North Carolina
$415K +$439 +4 +0.1%
MAM
682
Morse Asset Management
Connecticut
$414K -$1.28M -11,635 -75%
WA
683
WBH Advisory
Maryland
$414K -$2.09K -19 -0.5%
NWM
684
Northcape Wealth Management
New York
$412K – – –
Assenagon Asset Management
685
Assenagon Asset Management
Luxembourg
$404K -$22.9K -209 -5%
LGF
686
LGT Group Foundation
Liechtenstein
$403K – – –
GXJ
687
Global X Japan
Japan
$402K -$11.1K -101 -3%
MSFS
688
Main Street Financial Solutions
Pennsylvania
$400K +$13.6K +124 +3%
PA
689
Profund Advisors
Maryland
$400K +$47K +428 +13%
CIA
690
Concurrent Investment Advisors
Florida
$400K -$48.7K -444 -11%
IA
691
IFP Advisors
Florida
$400K +$25K +228 +7%
IWC
692
Integrated Wealth Concepts
Massachusetts
$399K +$48.1K +438 +14%
RG
693
Rathbones Group
United Kingdom
$394K – – –
BAM
694
Belpointe Asset Management
Nevada
$393K +$90.5K +824 +30%
SFA
695
Sequoia Financial Advisors
Ohio
$391K -$32.8K -299 -8%
WFA
696
West Financial Advisors
Iowa
$391K – – –
SN
697
Sittner & Nelson
Oregon
$389K +$156K +1,421 +66%
DWM
698
Dakota Wealth Management
Florida
$389K -$2.42K -22 -0.6%
SWA
699
Stratos Wealth Advisors
Ohio
$388K -$14.1K -128 -3%
TCM
700
Triumph Capital Management
Colorado
$386K +$389K +3,543 New