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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
826
Bank of New Hampshire
New Hampshire
$179K – – –
DSC
827
Duncker Streett & Co
Missouri
$179K – – –
EIP
828
Ellis Investment Partners
Pennsylvania
$178K – – –
PAM
829
Paradigm Asset Management
New York
$168K -$23.9K -200 -11%
SIM
830
Sentry Investment Management
Wisconsin
$150K – – –
CT
831
Cambridge Trust
Massachusetts
$148K -$176K -1,479 -51%
KFI
832
Key Financial Inc
Pennsylvania
$144K +$137K +1,150 +513%
O
833
Ossiam
France
$142K +$161K +1,352 New
BAM
834
Belpointe Asset Management
Nevada
$142K +$163K +1,363 New
EWM
835
Evermay Wealth Management
Virginia
$139K – – –
MA
836
MCF Advisors
Kentucky
$138K +$20.3K +170 +15%
EI
837
Ellevest Inc
New York
$136K -$92.2K -773 -37%
SAM
838
S.A. Mason
Michigan
$134K – – –
C
839
Covestor
United Kingdom
$132K -$4.53K -38 -3%
APA
840
American Portfolios Advisors
New York
$128K +$16.1K +135 +12%
BTI
841
Blue Trust Inc
Georgia
$125K -$73.7K -618 -36%
AFS
842
Annapolis Financial Services
Maryland
$124K -$9.54K -80 -6%
AA
843
Ancora Advisors
Ohio
$124K +$1.55K +13 +1%
LC
844
Lindbrook Capital
California
$120K +$4.17K +35 +3%
VCM
845
Vigilant Capital Management
Maine
$116K – – –
GWS
846
Glassman Wealth Services
Virginia
$112K +$14.3K +120 +13%
CFGS
847
Concourse Financial Group Securities
Alabama
$102K +$4.53K +38 +4%
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$101K -$1.19K -10 -1%
CBT
849
Central Bank & Trust
Kentucky
$101K +$5.01K +42 +5%
IUHSA
850
Itau Unibanco Holding S.A.
Brazil
$91K +$104K +871 New