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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
701
River Wealth Advisors
Pennsylvania
$353K -$38.4K -363 -9%
TIAA Trust, National Association
702
TIAA Trust, National Association
North Carolina
$353K -$13K -123 -3%
Coldstream Capital Management
703
Coldstream Capital Management
Washington
$353K -$85.4K -808 -17%
WG
704
Wealth Group
North Carolina
$353K +$4.23K +40 +1%
WA
705
WBH Advisory
Maryland
$349K -$528 -5 -0.1%
SA
706
Strategic Advisors
New York
$349K -$31.7K -300 -7%
OF
707
Optimize Financial
California
$348K +$53.7K +508 +15%
SHFA
708
SC&H Financial Advisors
Maryland
$348K +$528 +5 +0.1%
NWM
709
Northcape Wealth Management
New York
$348K – – –
PT
710
Plimoth Trust
Massachusetts
$346K -$4.75K -45 -1%
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
$346K -$37K -350 -9%
LGT Group Foundation
712
LGT Group Foundation
Liechtenstein
$345K – – –
IFP Advisors
713
IFP Advisors
Florida
$343K -$6.66K -63 -2%
AP
714
Adero Partners
California
$341K -$18K -170 -4%
VH
715
Visionary Horizons
Tennessee
$337K -$58.1K -550 -13%
AIP
716
Arrowpoint Investment Partners
Singapore
$337K +$297K +2,814 +331%
Winton Group
717
Winton Group
United Kingdom
$336K +$387K +3,659 New
Vaughan David Investments
718
Vaughan David Investments
Illinois
$335K -$29K -274 -7%
C
719
Certuity
Florida
$334K -$17.4K -165 -4%
FFS
720
Founders Financial Securities
Maryland
$333K -$13.3K -126 -3%
GAMMA Investing
721
GAMMA Investing
California
$333K +$18.6K +176 +5%
MSFS
722
Main Street Financial Solutions
Pennsylvania
$333K -$7.08K -67 -2%
TCM
723
Triumph Capital Management
Colorado
$329K +$55.4K +524 +17%
HFS
724
Hopwood Financial Services
Virginia
$329K -$6.87K -65 -2%
SN
725
Sittner & Nelson
Oregon
$329K +$211 +2 +0.1%