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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$200K +$185K +1,622 New
S
752
SignatureFD
Georgia
$196K -$58.5K -513 -24%
BWP
753
Baldwin Wealth Partners
Massachusetts
$175K +$47.4K +416 +42%
CA
754
Clearstead Advisors
Ohio
$172K
LSV Asset Management
755
LSV Asset Management
Illinois
$172K +$160K +1,400 New
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K
FA
757
Fortis Advisors
Pennsylvania
$167K
VFA
758
Valeo Financial Advisors
Indiana
$165K -$32.2K -282 -17%
SAM
759
S.A. Mason
Michigan
$157K
HPC
760
HM Payson & Co
Maine
$155K +$114 +1 +0.1%
S
761
Seeyond
France
$137K -$3.42K -30 -3%
GRP
762
Global Retirement Partners
California
$136K +$43.2K +379 +52%
AA
763
Ancora Advisors
Ohio
$135K
IA
764
IFP Advisors
Florida
$133K -$34.7K -304 -22%
ICM
765
Ionic Capital Management
New York
$131K +$121K +1,063 New
ICOM
766
Investment Counselors of Maryland
Maryland
$130K -$47.9K -420 -29%
EFSCE
767
Enterprise Financial Services Corp (EFSC)
Missouri
$123K -$684 -6 -0.6%
CMBA
768
C.M. Bidwell & Associates
Hawaii
$121K -$44.9K -394 -29%
ZB
769
Zions Bancorporation
Utah
$121K +$5.02K +44 +5%
MAM
770
Meeder Asset Management
Ohio
$120K -$108K -946 -49%
OPS
771
Orion Portfolio Solutions
Nebraska
$113K +$70.2K +616 +206%
SIC
772
Salem Investment Counselors
North Carolina
$111K
OSAM
773
O'Shaughnessy Asset Management
Connecticut
$110K +$93.4K +819 +1,170%
CBT
774
Central Bank & Trust
Kentucky
$107K -$22.2K -195 -18%
LWA
775
Lowe Wealth Advisors
Maryland
$106K