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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
826
Soltis Investment Advisors
Utah
$353K +$609 +3 +0.2%
CFAM
827
Center For Asset Management
Florida
$352K +$135K +667 +59%
SSWM
828
Smith Salley Wealth Management
North Carolina
$350K
SHFA
829
SC&H Financial Advisors
Maryland
$350K +$361K +1,779 New
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K -$60.7K -299 -14%
ACM
831
Ashford Capital Management
Delaware
$349K
CFG
832
Citizens Financial Group
Rhode Island
$348K -$102K -503 -22%
BWP
833
BSW Wealth Partners
Colorado
$348K
BIA
834
BHK Investment Advisors
Alabama
$345K -$5.89K -29 -2%
TC
835
TownSquare Capital
Utah
$344K -$9.55K -47 -3%
IP
836
Innovative Portfolios
Indiana
$344K
MPIA
837
Mountain Pacific Investment Advisers
Idaho
$344K
ONB
838
Old National Bancorp
Indiana
$343K -$28.6K -141 -7%
SICM
839
Sustainable Insight Capital Management
New York
$342K +$4.47K +22 +1%
CPIA
840
Cornell Pochily Investment Advisors
New York
$341K -$9.95K -49 -3%
MYLI
841
Meiji Yasuda Life Insurance
Japan
$341K +$1.02K +5 +0.3%
ECM
842
Evergreen Capital Management
Washington
$340K -$4.88K -24 -1%
OPS
843
Orion Portfolio Solutions
Nebraska
$339K +$35.8K +176 +11%
FFM
844
Forum Financial Management
Illinois
$339K +$350K +1,723 New
BG
845
Bahl & Gaynor
Ohio
$337K
CFG
846
Cooper Financial Group
California
$336K +$13.2K +65 +4%
LS
847
Livforsakringsbolaget Skandia
Sweden
$334K -$284K -1,400 -45%
SPC
848
Stewart & Patten Company
California
$334K
ABLA
849
Alan B. Lancz & Associates
Ohio
$334K +$345K +1,700 New
EIP
850
Ellis Investment Partners
Pennsylvania
$333K -$1.83K -9 -0.5%