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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
901
Keener Financial Planning
Texas
$57K
OL
902
OneFund LLC
Florida
$56K +$52.9K +576 New
PFBT
903
Parkside Financial Bank & Trust
Missouri
$54.9K +$4.13K +45 +9%
NSIM
904
North Star Investment Management
Illinois
$52.8K
CHC
905
City Holding Co
West Virginia
$49.6K -$188K -2,043 -80%
JWA
906
JFS Wealth Advisors
Pennsylvania
$46.1K +$918 +10 +2%
BWL
907
Bogart Wealth LLC
Virginia
$43.7K +$39.4K +429 +1,788%
OP
908
ORG Partners
Indiana
$41.7K +$2.11K +23 +6%
CH
909
Cromwell Holdings
Wyoming
$41.5K +$38.4K +418 +3,483%
SWIM
910
Smallwood Wealth Investment Management
New Jersey
$41.1K
PMFA
911
Plante Moran Financial Advisors
Michigan
$41.1K +$13.9K +151 +55%
IBOK
912
Independence Bank of Kentucky
Kentucky
$41K
CW
913
Curio Wealth
Maryland
$40.1K +$38K +414 +20,700%
EWM
914
Evermay Wealth Management
Virginia
$40K -$84.9K -925 -69%
SCM
915
Silvant Capital Management
Georgia
$36.8K
S
916
SignatureFD
Georgia
$36K -$69K -751 -67%
GKIM
917
GW&K Investment Management
Massachusetts
$36K +$3.86K +42 +13%
AG
918
AmeriFlex Group
Nevada
$35.7K
SRCM
919
Signature Resources Capital Management
California
$35.3K
AUB
920
Atlantic Union Bankshares
Virginia
$35.2K +$33.5K +365 New
Walleye Capital
921
Walleye Capital
New York
$34.2K +$19K +207 +141%
AA
922
Addison Advisors
Vermont
$34K +$8.45K +92 +35%
CYG
923
Clean Yield Group
Vermont
$33.9K -$18.4K -200 -36%
BSB
924
Bangor Savings Bank
Maine
$33.8K
HWA
925
Heritage Wealth Advisors
Virginia
$33.3K +$459 +5 +1%