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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
776
Liberty Capital Management
Michigan
$254K – – –
STA
777
Summit Trail Advisors
New York
$252K +$45.9K +406 +21%
BPFA
778
Barnes Pettey Financial Advisors
Mississippi
$251K – – –
ESCM
779
Echo Street Capital Management
New York
$248K +$258K +2,276 New
SAM
780
Security Asset Management
New York
$245K +$253K +2,240 New
PWA
781
Phoenix Wealth Advisors
North Carolina
$243K +$4.41K +39 +2%
TC
782
TAGStone Capital
North Carolina
$242K +$3.39K +30 +1%
CCA
783
Cobblestone Capital Advisors
New York
$240K +$249K +2,200 New
GA
784
Greytown Advisors
Florida
$239K -$1.92K -17 -0.8%
FMN
785
Financial Management Network
California
$237K +$5.77K +51 +2%
CNAM
786
Campbell Newman Asset Management
Wisconsin
$236K – – –
IWC
787
Integrated Wealth Concepts
Massachusetts
$236K +$19.9K +176 +9%
SF
788
Synovus Financial
Georgia
$235K -$77.7K -687 -24%
RMCM
789
Reynders McVeigh Capital Management
Massachusetts
$234K -$50.9K -450 -17%
Verition Fund Management
790
Verition Fund Management
Connecticut
$233K -$38.2K -338 -14%
BRA
791
Bender Robert & Associates
California
$233K – – –
PCS
792
Personal CFO Solutions
New Jersey
$233K +$241K +2,133 New
GT
793
Glenview Trust
Kentucky
$233K +$4.19K +37 +2%
PG
794
Prostatis Group
Maryland
$230K -$566 -5 -0.2%
CI
795
Conning Inc
Connecticut
$230K – – –
BIA
796
Benchmark Investment Advisors
Illinois
$227K -$2.83K -25 -1%
EA
797
Emerald Advisers
Pennsylvania
$225K +$234K +2,067 New
KIC
798
Keating Investment Counselors
Florida
$222K +$230K +2,035 New
PIM
799
Provident Investment Management
Michigan
$222K +$230K +2,035 New
AWS
800
Atria Wealth Solutions
New York
$221K +$230K +2,031 New