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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
XWL
776
XXI Wealth LLC
Illinois
$252K +$271K +2,800 New
TCM
777
Traub Capital Management
Massachusetts
$251K +$17.4K +180 +7%
HFS
778
Hopwood Financial Services
Virginia
$250K -$30K -310 -10%
CSIC
779
Clifford Swan Investment Counsel
California
$250K
RWM
780
Revisor Wealth Management
Ohio
$250K +$21.4K +221 +9%
ESB
781
Essex Savings Bank
Connecticut
$247K -$9.98K -103 -4%
LSA
782
Leonteq Securities AG
Switzerland
$246K +$188K +1,945 +247%
AW
783
Alchemi Wealth
Connecticut
$246K +$7.17K +74 +3%
CAM
784
Concorde Asset Management
Michigan
$246K +$9.88K +102 +4%
CT
785
Coastline Trust
Rhode Island
$245K
AWM
786
Accel Wealth Management
Iowa
$244K -$11.7K -121 -4%
GT
787
Greenleaf Trust
Michigan
$244K +$262K +2,704 New
HCM
788
Hollencrest Capital Management
California
$243K
LA
789
Lifeworks Advisors
Michigan
$241K +$4.36K +45 +2%
LC
790
LCNB Corp
Ohio
$240K
MWM
791
Modera Wealth Management
New Jersey
$240K -$1.55K -16 -0.6%
GWP
792
Gateway Wealth Partners
Wisconsin
$239K +$257K +2,649 New
PWM
793
Paulson Wealth Management
Illinois
$238K +$35.6K +367 +16%
CIAM
794
Caitong International Asset Management
Hong Kong
$238K +$256K +2,643 New
SA
795
SRH Advisors
Kansas
$237K -$47.5K -490 -16%
JF
796
Joule Financial
Kentucky
$235K
LG
797
LaFleur & Godfrey
Michigan
$235K +$2.52K +26 +1%
CA
798
Cullinan Associates
Kentucky
$234K
Verition Fund Management
799
Verition Fund Management
Connecticut
$233K -$1.51M -15,610 -86%
SBFM
800
S-Bank Fund Management
Finland
$233K -$9.3K -96 -4%