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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
826
IHT Wealth Management
Illinois
$257K +$245K +1,496 New
GWSG
827
GPS Wealth Strategies Group
Colorado
$257K +$246K +1,498 New
Lido Advisors
828
Lido Advisors
California
$256K -$5.58K -34 -2%
SEC
829
Seven Eight Capital
New York
$253K
AWM
830
Accel Wealth Management
Iowa
$250K +$984 +6 +0.4%
SIM
831
Sonora Investment Management
Arizona
$246K
BRM
832
Boston Research & Management
Massachusetts
$243K
TMAM
833
Tokio Marine Asset Management
Japan
$241K +$230K +1,405 New
BAIA
834
Bel Air Investment Advisors
California
$240K +$229K +1,396 New
CMBA
835
C.M. Bidwell & Associates
Hawaii
$239K -$133K -811 -37%
ACM
836
Advisors Capital Management
New Jersey
$239K +$228K +1,393 New
MSWMA
837
Market Street Wealth Management Advisors
Indiana
$237K
D
838
Diversified
Delaware
$235K +$2.62K +16 +1%
VFA
839
Valeo Financial Advisors
Indiana
$234K +$1.8K +11 +0.8%
JAG
840
Journey Advisory Group
Kentucky
$233K +$223K +1,357 New
GD
841
Grandfield & Dodd
New York
$230K
DWM
842
Destination Wealth Management
California
$229K -$43.6K -266 -17%
AA
843
Argent Advisors
Louisiana
$228K
STC
844
Sarah T. Connolly
$227K -$667K -4,070 -75%
ZB
845
Zions Bancorporation
Utah
$226K +$49.7K +303 +30%
VHAM
846
Van Hulzen Asset Management
California
$225K -$2.62K -16 -1%
CA
847
Clearstead Advisors
Ohio
$225K
LWCFA
848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$4.92K +30 +2%
IIA
849
ICW Investment Advisors
Arizona
$224K +$215K +1,308 New
ACM
850
Azimuth Capital Management
Michigan
$223K +$213K +1,300 New