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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
VT
776
Vise Technologies
New York
$254K – – –
XWL
777
XXI Wealth LLC
Illinois
$252K +$271K +2,800 New
TCM
778
Traub Capital Management
Massachusetts
$251K +$17.4K +180 +7%
HFS
779
Hopwood Financial Services
Virginia
$250K -$30K -310 -10%
CSIC
780
Clifford Swan Investment Counsel
California
$250K – – –
RWM
781
Revisor Wealth Management
Ohio
$250K +$21.4K +221 +9%
ESB
782
Essex Savings Bank
Connecticut
$247K -$9.98K -103 -4%
LSA
783
Leonteq Securities AG
Switzerland
$246K +$188K +1,945 +247%
AW
784
Alchemi Wealth
Connecticut
$246K +$7.17K +74 +3%
CAM
785
Concorde Asset Management
Michigan
$246K +$9.88K +102 +4%
CT
786
Coastline Trust
Rhode Island
$245K – – –
AWM
787
Accel Wealth Management
Iowa
$244K -$11.7K -121 -4%
GT
788
Greenleaf Trust
Michigan
$244K +$262K +2,704 New
HCM
789
Hollencrest Capital Management
California
$243K – – –
LA
790
Lifeworks Advisors
Michigan
$241K +$4.36K +45 +2%
LC
791
LCNB Corp
Ohio
$240K – – –
MWM
792
Modera Wealth Management
New Jersey
$240K -$1.55K -16 -0.6%
GWP
793
Gateway Wealth Partners
Wisconsin
$239K +$257K +2,649 New
PWM
794
Paulson Wealth Management
Illinois
$238K +$35.6K +367 +16%
CIAM
795
Caitong International Asset Management
Hong Kong
$238K +$256K +2,643 New
SA
796
SRH Advisors
Kansas
$237K -$47.5K -490 -16%
JF
797
Joule Financial
Kentucky
$235K – – –
LG
798
LaFleur & Godfrey
Michigan
$235K +$2.52K +26 +1%
CA
799
Cullinan Associates
Kentucky
$234K – – –
Verition Fund Management
800
Verition Fund Management
Connecticut
$233K -$1.51M -15,610 -86%