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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
B
801
Bailard
California
$242K +$2.72K +19 +1%
4WM
802
44 Wealth Management
Oregon
$242K +$229K +1,599 New
CAG
803
Csenge Advisory Group
Florida
$240K -$16.7K -117 -7%
CFA
804
CWS Financial Advisors
Michigan
$240K -$1.72K -12 -0.8%
DA
805
Duality Advisers
Florida
$237K -$346K -2,416 -61%
BPCE
806
Bank Pictet & Cie (Europe)
Germany
$235K +$222K +1,552 New
PM
807
Parametrica Management
Hong Kong
$234K +$221K +1,548 New
SAM
808
Strategy Asset Managers
California
$233K +$220K +1,536 New
TI
809
Tidal Investments
Wisconsin
$233K +$220K +1,537 New
PWA
810
Phoenix Wealth Advisors
North Carolina
$233K +$220K +1,538 New
Lido Advisors
811
Lido Advisors
California
$230K +$218K +1,523 New
TAM
812
Trust Asset Management
Texas
$229K +$217K +1,514 New
MCA
813
Mercer Capital Advisers
New Jersey
$227K
SFG
814
Summit Financial Group
West Virginia
$227K +$215K +1,500 New
ZAM
815
Zevin Asset Management
Massachusetts
$227K +$215K +1,500 New
BP
816
Ballentine Partners
Massachusetts
$226K +$214K +1,493 New
AWM
817
Accel Wealth Management
Iowa
$220K +$208K +1,452 New
SIM
818
Sonora Investment Management
Arizona
$217K +$200K +1,400 +4,000%
MIC
819
Means Investment Company
Maine
$216K +$190K +1,326 New
MWM
820
Marietta Wealth Management
Georgia
$216K +$204K +1,425 New
BRM
821
Boston Research & Management
Massachusetts
$214K +$203K +1,418 New
VFG
822
V2 Financial group
Illinois
$212K +$200K +1,400 New
MSWMA
823
Market Street Wealth Management Advisors
Indiana
$209K +$198K +1,382 New
OWP
824
Obermeyer Wealth Partners
Colorado
$209K +$198K +1,383 New
CAM
825
CenterStar Asset Management
Illinois
$207K