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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
751
Morningstar Investment Management
Illinois
$328K -$80.8K -703 -20%
MSA
752
Marino Stram & Associates
Massachusetts
$327K +$230 +2 +0.1%
TIM
753
Tortoise Investment Management
New York
$325K
JWM
754
Janiczek Wealth Management
Colorado
$325K +$29.8K +259 +10%
CTC
755
Central Trust Company
Missouri
$324K -$25.9K -225 -7%
HGERS
756
Householder Group Estate & Retirement Specialist
Arizona
$323K +$48.1K +418 +17%
Capstone Investment Advisors
757
Capstone Investment Advisors
New York
$323K +$43.7K +380 +16%
EWA
758
Encompass Wealth Advisors
Oregon
$323K
SIAS
759
Summit Investment Advisory Services
Minnesota
$323K +$322K +2,800 New
BAM
760
Belpointe Asset Management
Nevada
$321K +$50.7K +441 +19%
BPCA
761
Bank Pictet & Cie (Asia)
Singapore
$317K
DMBA
762
Deseret Mutual Benefit Administrators
Utah
$317K +$22.7K +197 +8%
PP
763
Prudential plc
United Kingdom
$317K
OCBCO
764
Oversea-Chinese Banking Corp (OCBC)
Singapore
$316K +$74.8K +650 +31%
TWA
765
TCI Wealth Advisors
Arizona
$313K +$230 +2 +0.1%
HR
766
Hardy Reed
Mississippi
$311K +$310K +2,696 New
AWM
767
AE Wealth Management
Kansas
$305K +$304K +2,645 New
SSWM
768
Sheets Smith Wealth Management
North Carolina
$303K +$8.97K +78 +3%
MOS
769
MGO One Seven
Ohio
$303K +$302K +2,627 New
BCM
770
Becker Capital Management
Oregon
$302K +$345 +3 +0.1%
TPW
771
TL Private Wealth
Texas
$302K
AIA
772
Affinity Investment Advisors
California
$301K +$50K +435 +20%
TAM
773
Trust Asset Management
Texas
$301K
C
774
Certuity
Florida
$301K +$3.56K +31 +1%
DWM
775
Darwin Wealth Management
Florida
$300K +$25K +217 +9%