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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
PS
701
Principal Securities
Iowa
$397K +$232K +2,248 +138%
LCM
702
Logan Capital Management
Pennsylvania
$397K -$516 -5 -0.1%
MWM
703
Mission Wealth Management
California
$396K -$87.2K -845 -18%
FFS
704
Founders Financial Securities
Maryland
$396K +$43.1K +418 +12%
LGF
705
LGT Group Foundation
Liechtenstein
$389K
SWP
706
Stratos Wealth Partners
Ohio
$388K +$6.91K +67 +2%
CPIG
707
Chicago Partners Investment Group
Illinois
$388K +$50.9K +493 +15%
GLLW
708
Graves Light Lenhart Wealth
Virginia
$386K
CTC
709
Central Trust Company
Missouri
$385K +$64.5K +625 +20%
MSFS
710
Main Street Financial Solutions
Pennsylvania
$385K -$4.44K -43 -1%
NIM
711
Nexus Investment Management
Ontario, Canada
$383K
WA
712
WBH Advisory
Maryland
$383K -$4.13K -40 -1%
CIA
713
Concurrent Investment Advisors
Florida
$381K -$27.2K -264 -7%
MOS
714
MGO One Seven
Ohio
$380K +$43.1K +418 +13%
TIAA Trust, National Association
715
TIAA Trust, National Association
North Carolina
$380K -$206 -2 -0.1%
KFGK
716
Keystone Financial Group (Kentucky)
Kentucky
$379K +$5.16K +50 +1%
TCOT
717
Trust Company of Toledo
Ohio
$378K -$51.7K -501 -12%
IIM
718
INTECH Investment Management
Florida
$369K -$718K -6,958 -66%
DCM
719
Davis Capital Management
Florida
$367K +$30.9K +299 +9%
WIA
720
World Investment Advisors
California
$365K +$368K +3,564 New
GIA
721
Gladstone Institutional Advisory
Florida
$365K -$429K -4,153 -54%
EW
722
Evoke Wealth
California
$363K +$52.2K +506 +17%
DS
723
DRW Securities
Illinois
$361K +$367K +3,554 New
Rockefeller Capital Management
724
Rockefeller Capital Management
New York
$361K -$27K -262 -7%
RWA
725
River Wealth Advisors
Pennsylvania
$360K -$14.4K -140 -4%