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T. Rowe Price

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