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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
FM
676
Foster & Motley
Ohio
$380K -$9.55K -104 -3%
GT
677
Glenview Trust
Kentucky
$376K -$19.6K -213 -5%
TCWM
678
Total Clarity Wealth Management
Illinois
$374K +$356K +3,872 New
LA
679
LVW Advisors
New York
$370K +$352K +3,832 New
AWM
680
Accel Wealth Management
Iowa
$370K -$17.3K -188 -5%
SSA
681
Schonfeld Strategic Advisors
New York
$367K +$46.9K +511 +16%
SS
682
Sunbelt Securities
Texas
$367K -$294K -3,207 -50%
SHFA
683
SC&H Financial Advisors
Maryland
$366K +$459 +5 +0.1%
WA
684
WBH Advisory
Maryland
$365K -$2.3K -25 -0.7%
TIAA Trust, National Association
685
TIAA Trust, National Association
North Carolina
$363K -$7.35K -80 -2%
OF
686
Optimize Financial
California
$363K -$2.39K -26 -0.7%
LCM
687
Logan Capital Management
Pennsylvania
$362K -$210K -2,290 -38%
LGF
688
LGT Group Foundation
Liechtenstein
$362K
NIM
689
Nexus Investment Management
Ontario, Canada
$361K
IAN
690
Integrated Advisors Network
Texas
$360K +$72.4K +788 +27%
SWP
691
Stratos Wealth Partners
Ohio
$359K -$303K -3,304 -47%
PT
692
Plimoth Trust
Massachusetts
$359K -$4.59K -50 -1%
ALAM
693
Asahi Life Asset Management
Japan
$358K +$341K +3,710 New
MSFS
694
Main Street Financial Solutions
Pennsylvania
$357K +$7.35K +80 +2%
RWM
695
Revisor Wealth Management
Ohio
$355K +$17.1K +186 +6%
MIM
696
Morningstar Investment Management
Illinois
$355K +$337K +3,675 New
FFS
697
Founders Financial Securities
Maryland
$354K -$7.99K -87 -2%
RA
698
RFG Advisory
Alabama
$354K +$72.5K +789 +27%
VH
699
Visionary Horizons
Tennessee
$354K
RWA
700
River Wealth Advisors
Pennsylvania
$353K -$17K -185 -5%