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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
701
Retirement Planning Company of New England
Rhode Island
$381K +$19.3K +194 +6%
GWSG
702
GPS Wealth Strategies Group
Colorado
$380K +$100 +1 +0%
GIA
703
Gladstone Institutional Advisory
Florida
$379K -$91.8K -922 -21%
CA
704
Cullinan Associates
Kentucky
$377K – – –
GXJ
705
Global X Japan
Japan
$376K +$348K +3,496 New
KWM
706
Kingsview Wealth Management
Oregon
$374K -$389K -3,903 -53%
DWM
707
Dakota Wealth Management
Florida
$371K -$105K -1,054 -23%
CCM
708
Coldstream Capital Management
Washington
$370K +$3.98K +40 +1%
Walleye Capital
709
Walleye Capital
New York
$368K -$1.16M -11,670 -77%
FCI
710
Financial Counselors Inc
Kansas
$368K -$220K -2,208 -39%
CIS
711
Custom Index Systems
New York
$364K +$337K +3,384 New
MSFS
712
Main Street Financial Solutions
Pennsylvania
$363K -$896 -9 -0.3%
P
713
&Partners
Tennessee
$363K +$340K +3,412 New
BIA
714
BHK Investment Advisors
Alabama
$362K -$185K -1,854 -36%
S
715
SignatureFD
Georgia
$358K -$69.9K -702 -17%
IWC
716
Integrated Wealth Concepts
Massachusetts
$358K +$27.7K +278 +9%
CTFG
717
Capstone Triton Financial Group
Oklahoma
$357K +$14.3K +144 +5%
EM
718
Excalibur Management
Massachusetts
$351K +$2.19K +22 +0.7%
CHAM
719
Clear Harbor Asset Management
Connecticut
$349K +$9.96K +100 +3%
PA
720
Profund Advisors
Maryland
$348K +$67.7K +680 +27%
LIM
721
Leavell Investment Management
Alabama
$344K – – –
NP
722
Nilsine Partners
Colorado
$344K +$6.38K +64 +2%
NIM
723
NEOS Investment Management
Connecticut
$341K +$91.9K +923 +41%
CRC
724
Curi RMB Capital
Illinois
$339K -$1.1K -11 -0.3%
SRIM
725
Saratoga Research & Investment Management
California
$339K -$211K -2,123 -40%