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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
5L
901
55I LLC
Massachusetts
$252K +$22.5K +107 +9%
MWPCG
902
Measured Wealth Private Client Group
New Hampshire
$251K -$97.7K -464 -27%
SAM
903
S.A. Mason
Michigan
$251K – – –
WP
904
WealthSource Partners
California
$251K +$25.1K +119 +10%
DWM
905
Destination Wealth Management
California
$249K – – –
GBT
906
Grove Bank & Trust
Florida
$249K – – –
SAM
907
SignalPoint Asset Management
Missouri
$247K – – –
MWM
908
Marietta Wealth Management
Georgia
$243K -$4.84K -23 -2%
AAM
909
Arabesque Asset Management
United Kingdom
$241K -$11.8K -56 -4%
ACI
910
Alpha Cubed Investments
California
$241K – – –
CAM
911
CenterStar Asset Management
Illinois
$241K – – –
4WM
912
44 Wealth Management
Oregon
$240K +$257K +1,221 New
EN1L
913
Engine No 1 LLC
California
$240K +$257K +1,221 New
WPW
914
Waldron Private Wealth
Pennsylvania
$240K +$258K +1,225 New
BSW
915
Buckingham Strategic Wealth
Missouri
$238K +$2.53K +12 +1%
CCA
916
Cobblestone Capital Advisors
New York
$236K – – –
ALAM
917
Asahi Life Asset Management
Japan
$236K +$179K +850 +243%
AA
918
Ancora Advisors
Ohio
$232K +$9.9K +47 +4%
CIA
919
Choate Investment Advisors
Massachusetts
$229K +$1.05K +5 +0.4%
BAM
920
Barrett Asset Management
New York
$226K – – –
JCM
921
Jacobi Capital Management
Pennsylvania
$226K +$52.9K +251 +28%
FMI
922
F/M Investments
District of Columbia
$225K -$2.11K -10 -0.9%
SYBT
923
Stock Yards Bank & Trust
Kentucky
$224K – – –
BU
924
BBVA USA
Alabama
$223K -$10.1K -48 -4%
BOS
925
Bank of Stockton
California
$222K – – –