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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$205K +$429 +3 +0.2%
FFN
827
Focus Financial Network
Minnesota
$205K +$194K +1,354 New
WP
828
WealthShield Partners
North Carolina
$204K +$193K +1,346 New
KWM
829
Kingsview Wealth Management
Oregon
$203K -$313K -2,187 -62%
VHAM
830
Van Hulzen Asset Management
California
$201K -$296K -2,070 -61%
Verition Fund Management
831
Verition Fund Management
Connecticut
$201K -$58.2K -407 -23%
AA
832
Argent Advisors
Louisiana
$201K +$190K +1,326 New
BUB
833
BBVA USA Bancshares
Texas
$201K +$190K +1,326 New
ICM
834
IMS Capital Management
Oregon
$201K +$190K +1,326 New
XM
835
XTX Markets
New York
$201K +$190K +1,329 New
GD
836
Grandfield & Dodd
New York
$200K +$191K +1,334 New
CA
837
Clearstead Advisors
Ohio
$198K – – –
LWCFA
838
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$17K -119 -9%
SAM
839
S.A. Mason
Michigan
$193K – – –
GAM
840
Guinness Asset Management
United Kingdom
$192K -$35.8K -250 -16%
BBHC
841
Brown Brothers Harriman & Co
New York
$190K +$120K +838 +200%
AFS
842
Annapolis Financial Services
Maryland
$188K +$178K +1,242 New
D
843
Diversified
Delaware
$174K +$194K +1,356 New
S
844
Seeyond
France
$170K -$858 -6 -0.5%
AA
845
Ancora Advisors
Ohio
$169K +$858 +6 +0.5%
HPC
846
HM Payson & Co
Maine
$169K +$8.3K +58 +5%
FA
847
Fortis Advisors
Pennsylvania
$167K – – –
NL
848
NVWM LLC
Pennsylvania
$164K +$155K +1,080 New
IA
849
IFP Advisors
Florida
$161K -$429 -3 -0.3%
ICOM
850
Investment Counselors of Maryland
Maryland
$159K – – –