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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BPB
826
Badgley, Phelps & Bell
Washington
$296K -$9.35K -50 -3%
IF
827
Insight Folios
North Carolina
$295K +$278K +1,488 New
SCM
828
Shelton Capital Management
Colorado
$293K -$206K -1,100 -43%
SC
829
Slow Capital
California
$290K -$31.4K -168 -10%
AWM
830
Accel Wealth Management
Iowa
$290K +$1.31K +7 +0.5%
SIM
831
Sonora Investment Management
Arizona
$288K +$3.92K +21 +1%
IA
832
IFP Advisors
Florida
$283K +$122K +653 +86%
SS
833
Simplicity Solutions
Minnesota
$282K +$266K +1,424 New
ACM
834
Advisors Capital Management
New Jersey
$281K +$5.23K +28 +2%
BRM
835
Boston Research & Management
Massachusetts
$280K
VI
836
Versor Investments
New York
$277K -$804K -4,299 -75%
MSWMA
837
Market Street Wealth Management Advisors
Indiana
$274K
D
838
Diversified
Delaware
$273K +$1.5K +8 +0.6%
BPA
839
Beacon Pointe Advisors
California
$272K +$257K +1,376 New
VFA
840
Valeo Financial Advisors
Indiana
$269K -$561 -3 -0.2%
AA
841
Argent Advisors
Louisiana
$263K
CA
842
Clearstead Advisors
Ohio
$263K +$3.18K +17 +1%
Lido Advisors
843
Lido Advisors
California
$262K -$33.3K -178 -12%
AFS
844
Access Financial Services
Minnesota
$262K +$247K +1,321 New
GD
845
Grandfield & Dodd
New York
$260K
VHAM
846
Van Hulzen Asset Management
California
$260K
IIA
847
ICW Investment Advisors
Arizona
$260K +$1.31K +7 +0.5%
ETC
848
Exchange Traded Concepts
Oklahoma
$260K +$245K +1,313 New
ACM
849
Azimuth Capital Management
Michigan
$259K +$1.87K +10 +0.8%
OPS
850
Orion Portfolio Solutions
Nebraska
$256K +$22.1K +118 +10%