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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
701
Wimmer Associates 1
California
$386K +$18.7K +170 +5%
BCWM
702
Bartlett & Co Wealth Management
Ohio
$384K -$103K -940 -21%
C
703
Certuity
Florida
$382K +$98.8K +900 +35%
CHC
704
City Holding Co
West Virginia
$381K -$195K -1,775 -34%
S
705
SignatureFD
Georgia
$380K -$36.6K -333 -9%
DZ Bank
706
DZ Bank
Germany
$379K +$98K +893 +35%
AIC
707
Aurora Investment Counsel
Georgia
$377K +$110 +1 +0%
Fidelity International
708
Fidelity International
Bermuda
$377K +$380K +3,458 New
PSFG
709
Prairie Sky Financial Group
Illinois
$376K – – –
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$375K -$42K -383 -10%
DEA
711
DoubleLine ETF Adviser
Florida
$374K -$29.1K -265 -7%
EM
712
Excalibur Management
Massachusetts
$373K +$10.2K +93 +3%
RCM
713
Radnor Capital Management
Pennsylvania
$370K +$138K +1,260 +59%
LA
714
LVW Advisors
New York
$370K -$263K -2,396 -41%
KWM
715
Kingsview Wealth Management
Oregon
$367K -$32.3K -294 -8%
BFM
716
Boothbay Fund Management
New York
$367K +$150K +1,369 +68%
SA
717
Strategic Advisors
New York
$365K – – –
FCI
718
Financial Counselors Inc
Kansas
$363K +$7.36K +67 +2%
CA
719
Cullinan Associates
Kentucky
$354K – – –
EW
720
Evoke Wealth
California
$353K +$356K +3,244 New
CHAM
721
Clear Harbor Asset Management
Connecticut
$353K – – –
PAM
722
Panagora Asset Management
Massachusetts
$352K -$220 -2 -0.1%
PCIA
723
Prime Capital Investment Advisors
Kansas
$347K -$86.4K -787 -20%
NP
724
Nilsine Partners
Colorado
$342K -$8.89K -81 -3%
PG
725
Prostatis Group
Maryland
$337K -$41.7K -380 -11%