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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
751
Trust Asset Management
Texas
$294K +$2.51K +22 +0.9%
LA
752
Lane & Associates
New Jersey
$291K +$295K +2,581 New
JF
753
Joule Financial
Kentucky
$291K +$16.8K +147 +6%
IF
754
Insight Folios
North Carolina
$287K +$11.4K +100 +4%
DEA
755
DoubleLine ETF Adviser
Florida
$287K -$70.5K -617 -20%
DG
756
DMC Group
Alabama
$286K +$290K +2,542 New
HPM
757
Hoxton Planning & Management
West Virginia
$285K -$27.3K -239 -9%
CA
758
Clearstead Advisors
Ohio
$285K +$211K +1,849 +274%
IWC
759
Integrated Wealth Concepts
Massachusetts
$284K +$40.6K +355 +16%
SSW
760
Smith Shellnut Wilson
Mississippi
$283K – – –
EWA
761
Etesian Wealth Advisors
Oregon
$282K -$187K -1,637 -40%
TPW
762
TL Private Wealth
Texas
$282K – – –
SN
763
Sittner & Nelson
Oregon
$282K – – –
TRCT
764
Tower Research Capital (TRC)
New York
$280K -$317K -2,775 -53%
PCS
765
Personal CFO Solutions
New Jersey
$276K +$35.8K +313 +15%
PPW
766
Presilium Private Wealth
Pennsylvania
$272K – – –
CWS
767
Confluence Wealth Services
Pennsylvania
$272K +$276K +2,412 New
LC
768
Lincoln Capital
Nebraska
$272K – – –
DCM
769
Dupont Capital Management
Delaware
$267K +$92.1K +806 +52%
SFS
770
Sowell Financial Services
Arkansas
$266K +$270K +2,359 New
STA
771
Summit Trail Advisors
New York
$266K +$5.03K +44 +2%
TCOT
772
Trust Company of Toledo
Ohio
$264K -$5.71K -50 -2%
LCM
773
Liberty Capital Management
Michigan
$263K – – –
IPW
774
Invictus Private Wealth
Colorado
$263K -$11.4K -100 -4%
Koshinski Asset Management
775
Koshinski Asset Management
Illinois
$262K +$266K +2,325 New