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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
CoreCap Advisors
Michigan
$149K +$155K +1,369 New
O
827
Ossiam
France
$147K
EWM
828
Evermay Wealth Management
Virginia
$145K
KFI
829
Key Financial Inc
Pennsylvania
$144K
CT
830
Cambridge Trust
Massachusetts
$144K -$9.5K -84 -6%
BAM
831
Belpointe Asset Management
Nevada
$144K -$5.09K -45 -3%
SAM
832
S.A. Mason
Michigan
$139K
CSPIA
833
Cary Street Partners Investment Advisory
Virginia
$137K +$143K +1,260 New
CWP
834
Concord Wealth Partners
Virginia
$137K +$142K +1,253 New
CFGS
835
Concourse Financial Group Securities
Alabama
$132K +$26.1K +231 +24%
LC
836
Lindbrook Capital
California
$131K +$6.56K +58 +5%
C
837
Covestor
United Kingdom
$130K -$7.69K -68 -5%
AA
838
Ancora Advisors
Ohio
$130K +$1.47K +13 +1%
Dimensional Fund Advisors
839
Dimensional Fund Advisors
Texas
$121K -$5.13M -45,350 -4%
GBT
840
Grove Bank & Trust
Florida
$116K +$120K +1,060 New
CT
841
Colonial Trust
South Carolina
$109K +$113K +1,000 New
UOTTAIMCU
842
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$109K +$113K +1,000 New
GFWA
843
Grey Fox Wealth Advisors
Delaware
$109K +$113K +995 New
CBT
844
Central Bank & Trust
Kentucky
$108K +$2.94K +26 +3%
FFA
845
Farther Finance Advisors
California
$95.2K +$98.8K +873 New
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$95K -$11.1K -98 -10%
TPCW
847
TD Private Client Wealth
New York
$94.9K +$3.62K +32 +4%
LWA
848
Lowe Wealth Advisors
Maryland
$93.8K
IAIM
849
Industrial Alliance Investment Management
Quebec, Canada
$93K +$78.3K +692 +438%
SBL
850
Sargent Bickham Lagudis
Colorado
$90.5K