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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
901
Investor's Fiduciary Advisor Network
Washington
$213K -$70.1K -685 -27%
SFS
902
Sowell Financial Services
Arkansas
$213K +$191K +1,870 New
ClearBridge Investments
903
ClearBridge Investments
New York
$211K +$190K +1,853 New
MCM
904
Manchester Capital Management
Vermont
$209K -$9K -88 -5%
VEA
905
Virtus ETF Advisers
New York
$209K +$1.84K +18 +1%
CVA
906
Central Valley Advisors
California
$208K +$187K +1,833 New
CFO
907
Cambient Family Office
Michigan
$208K +$187K +1,832 New
YIA
908
YHB Investment Advisors
Connecticut
$207K +$187K +1,824 New
HI
909
Harbour Investments
Wisconsin
$205K +$39.7K +388 +27%
OCA
910
OpenArc Corporate Advisory
Georgia
$205K +$185K +1,806 New
PWG
911
Portside Wealth Group
Utah
$205K +$185K +1,805 New
PA
912
Profund Advisors
Maryland
$204K +$184K +1,797 New
WIM
913
Wiregrass Investment Management
Georgia
$204K +$183K +1,793 New
SL
914
Sentinus LLC
Illinois
$203K +$183K +1,786 New
BWMG
915
Barnes Wealth Management Group
California
$202K +$182K +1,779 New
AMBIA
916
Allen Mooney & Barnes Investment Advisors
Georgia
$202K +$182K +1,775 New
WB
917
WesBanco Bank
West Virginia
$201K +$181K +1,769 New
FMLI
918
Fukoku Mutual Life Insurance
Japan
$200K +$180K +1,761 New
C
919
Covestor
United Kingdom
$193K +$74.3K +726 +75%
HBW
920
Hazlett, Burt & Watson
West Virginia
$188K -$35.7K -349 -17%
LS
921
Livforsakringsbolaget Skandia
Sweden
$181K
NFSG
922
Newbridge Financial Services Group
Florida
$181K -$11.3K -110 -6%
TWIM
923
TIAA Wealth Investment Management
New York
$164K +$42.2K +413 +40%
PTC
924
Private Trust Company
Ohio
$162K -$307 -3 -0.2%
RF
925
Rossby Financial
Florida
$161K -$2.46K -24 -2%