We are live on ! Find out more
TROW icon

T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
701
Systematic Alpha Investments
New Jersey
$318K
AAS
702
Ameritas Advisory Services
Nebraska
$318K +$477 +4 +0.1%
CSIC
703
Clifford Swan Investment Counsel
California
$315K
WC
704
Woodstock Corp
Massachusetts
$315K
LSA
705
Lion Street Advisors
Texas
$315K +$358K +3,000 New
HVIA
706
Hudson Valley Investment Advisors
New York
$312K
VC
707
Vicus Capital
Pennsylvania
$312K +$33.6K +282 +10%
RPCONE
708
Retirement Planning Company of New England
Rhode Island
$312K +$57.1K +479 +19%
FHA
709
First Horizon Advisors
Tennessee
$310K -$29.3K -246 -8%
JSL
710
JT Stratford LLC
Georgia
$310K +$29.7K +249 +9%
EGM
711
Engineers Gate Manager
New York
$309K -$813K -6,819 -70%
GAM
712
Guinness Asset Management
United Kingdom
$309K -$30.2K -253 -8%
CA
713
Cullinan Associates
Kentucky
$305K -$59.6K -500 -15%
LJAC
714
L.J. Altfest & Co
New York
$305K +$346K +2,900 New
KWM
715
Kingsview Wealth Management
Oregon
$305K +$346K +2,901 New
Man Group
716
Man Group
United Kingdom
$304K +$345K +2,889 New
EM
717
Excalibur Management
Massachusetts
$303K +$82.2K +689 +31%
PWC
718
PYA Waltman Capital
Tennessee
$303K +$305K +2,554 +776%
BAM
719
Blueshift Asset Management
New Jersey
$303K +$344K +2,883 New
FTDI
720
First Trust Direct Indexing
Massachusetts
$301K +$40.9K +343 +14%
JCM
721
Jacobi Capital Management
Pennsylvania
$300K -$7.4K -62 -2%
SF
722
Synovus Financial
Georgia
$300K +$119 +1 +0%
MMA
723
Miracle Mile Advisors
California
$299K -$416K -3,488 -55%
CIC
724
Crawford Investment Counsel
Georgia
$297K -$28.3K -237 -8%
CCA
725
Checchi Capital Advisers
California
$297K +$11.8K +99 +4%