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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
826
YHB Investment Advisors
Connecticut
$218K +$223K +2,124 New
VT
827
Vise Technologies
New York
$217K +$222K +2,110 New
SHFA
828
SC&H Financial Advisors
Maryland
$216K -$178K -1,689 -45%
SAM
829
Smartleaf Asset Management
Massachusetts
$215K +$108K +1,032 +99%
Federated Hermes
830
Federated Hermes
Pennsylvania
$214K -$7.67K -73 -3%
WC
831
Weil Company
California
$214K +$219K +2,080 New
SSG
832
Summit Securities Group
New York
$213K +$203K +1,929 +1,295%
IF
833
IRON Financial
Illinois
$211K +$216K +2,057 New
CI
834
Cigna Investments
Connecticut
$211K +$216K +2,052 New
LC
835
Landaas & Company
Wisconsin
$211K +$216K +2,053 New
KWM
836
KW Wealth Management
California
$210K +$215K +2,048 New
CCA
837
Checchi Capital Advisers
California
$210K +$215K +2,044 New
PWM
838
Paulson Wealth Management
Illinois
$210K +$215K +2,043 New
FMLI
839
Fukoku Mutual Life Insurance
Japan
$209K +$214K +2,039 New
LIM
840
Leavell Investment Management
Alabama
$209K -$69K -657 -24%
Koshinski Asset Management
841
Koshinski Asset Management
Illinois
$208K +$213K +2,030 New
ISWM
842
Independent Solutions Wealth Management
New York
$208K -$13.9K -132 -6%
NB
843
Nicolet Bankshares
Wisconsin
$206K +$211K +2,008 New
G
844
GenTrust
Florida
$206K +$211K +2,004 New
OA
845
Operose Advisors
Wisconsin
$205K
AWE
846
Avidian Wealth Enterprises
Texas
$203K +$208K +1,977 New
MCM
847
Mattern Capital Management
Colorado
$203K -$8.52M -81,091 -98%
AAS
848
Ameritas Advisory Services
Nebraska
$203K +$187K +1,776 +902%
1C
849
111 Capital
France
$201K +$206K +1,961 New
NAS
850
Nicolet Advisory Services
Wisconsin
$201K +$200K +1,900 New