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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
826
Summit Financial Group
West Virginia
$297K – – –
ZAM
827
Zevin Asset Management
Massachusetts
$297K – – –
BPB
828
Badgley, Phelps & Bell
Washington
$296K -$9.35K -50 -3%
IF
829
Insight Folios
North Carolina
$295K +$278K +1,488 New
SCM
830
Shelton Capital Management
Colorado
$293K -$206K -1,100 -43%
SC
831
Slow Capital
California
$290K -$31.4K -168 -10%
AWM
832
Accel Wealth Management
Iowa
$290K +$1.31K +7 +0.5%
SIM
833
Sonora Investment Management
Arizona
$288K +$3.92K +21 +1%
IA
834
IFP Advisors
Florida
$283K +$122K +653 +86%
SS
835
Simplicity Solutions
Minnesota
$282K +$266K +1,424 New
ACM
836
Advisors Capital Management
New Jersey
$281K +$5.23K +28 +2%
BRM
837
Boston Research & Management
Massachusetts
$280K – – –
VI
838
Versor Investments
New York
$277K -$804K -4,299 -75%
MSWMA
839
Market Street Wealth Management Advisors
Indiana
$274K – – –
D
840
Diversified
Delaware
$273K +$1.5K +8 +0.6%
BPA
841
Beacon Pointe Advisors
California
$272K +$257K +1,376 New
VFA
842
Valeo Financial Advisors
Indiana
$269K -$561 -3 -0.2%
AA
843
Argent Advisors
Louisiana
$263K – – –
CA
844
Clearstead Advisors
Ohio
$263K +$3.18K +17 +1%
Lido Advisors
845
Lido Advisors
California
$262K -$33.3K -178 -12%
AFS
846
Access Financial Services
Minnesota
$262K +$247K +1,321 New
GD
847
Grandfield & Dodd
New York
$260K – – –
VHAM
848
Van Hulzen Asset Management
California
$260K – – –
IIA
849
ICW Investment Advisors
Arizona
$260K +$1.31K +7 +0.5%
ETC
850
Exchange Traded Concepts
Oklahoma
$260K +$245K +1,313 New