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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
826
Bartlett & Co Wealth Management
Ohio
$213K +$21.9K +238 +12%
PWA
827
Phoenix Wealth Advisors
North Carolina
$212K +$275 +3 +0.1%
VST
828
Van Strum & Towne
California
$212K
WIA
829
World Investment Advisors
California
$212K -$125K -1,362 -38%
IEFM
830
IQ EQ Fund Management
Ireland
$211K
PCIA
831
Prime Capital Investment Advisors
Kansas
$211K -$186K -2,026 -48%
UAG
832
United Advisor Group
Ohio
$209K -$1.65K -18 -0.8%
MAS
833
Meeder Advisory Services
Ohio
$208K -$7.35K -80 -4%
AIC
834
Archer Investment Corporation
Indiana
$208K
Federated Hermes
835
Federated Hermes
Pennsylvania
$208K +$3.86K +42 +2%
ISWM
836
Independent Solutions Wealth Management
New York
$208K +$198K +2,154 New
PG
837
Prostatis Group
Maryland
$207K -$9K -98 -4%
PI
838
PFG Investments
New York
$207K +$197K +2,147 New
RCM
839
Radnor Capital Management
Pennsylvania
$206K +$196K +2,135 New
PGFC
840
Peapack-Gladstone Financial Corp
New Jersey
$203K +$193K +2,107 New
FPW
841
Flywheel Private Wealth
California
$200K +$191K +2,077 New
AFG
842
Atomi Financial Group
New York
$200K +$190K +2,074 New
PS
843
Principal Securities
Iowa
$197K +$12.6K +137 +7%
OA
844
Operose Advisors
Wisconsin
$193K +$91.8K +1,000 +100%
MSG
845
Main Street Group
Virginia
$185K
MA
846
MCF Advisors
Kentucky
$166K -$405K -4,414 -72%
VCM
847
Versant Capital Management
Arizona
$163K +$11.9K +130 +8%
CT
848
Colonial Trust
South Carolina
$158K +$3.77K +41 +3%
OAM
849
Ostrum Asset Management
France
$157K -$4.32K -47 -3%
LS
850
Livforsakringsbolaget Skandia
Sweden
$154K