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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1151
Sheets Smith Wealth Management
North Carolina
– -$270K -2,389 Closed
EC
1152
EntryPoint Capital
New York
– -$270K -2,386 Closed
GT
1153
Greenleaf Trust
Michigan
– -$262K -2,316 Closed
PW
1154
PUREfi Wealth
Massachusetts
– -$257K -2,273 Closed
IWA
1155
Icon Wealth Advisors
Texas
– -$252K -2,230 Closed
KWA
1156
Kingswood Wealth Advisors
California
– -$250K -2,214 Closed
SIA
1157
Soltis Investment Advisors
Utah
– -$246K -2,178 Closed
EWA
1158
Etesian Wealth Advisors
Oregon
– -$245K -2,169 Closed
PWM
1159
Paulson Wealth Management
Illinois
– -$245K -2,166 Closed
RCM
1160
Radnor Capital Management
Pennsylvania
– -$241K -2,135 Closed
AWMM
1161
Aegis Wealth Management (Maryland)
Maryland
– -$240K -2,125 Closed
PGFC
1162
Peapack-Gladstone Financial Corp
New Jersey
– -$240K -2,120 Closed
ACA
1163
Aptus Capital Advisors
Alabama
– -$238K -2,108 Closed
OR
1164
Olympiad Research
Connecticut
– -$238K -2,106 Closed
SSW
1165
Smith Shellnut Wilson
Mississippi
– -$235K -2,075 Closed
MSA
1166
Marino Stram & Associates
Massachusetts
– -$232K -2,052 Closed
GFA
1167
Gallagher Fiduciary Advisors
Illinois
– -$231K -2,040 Closed
EH
1168
Equitable Holdings
New York
– -$228K -2,017 Closed
NB
1169
Nicolet Bankshares
Wisconsin
– -$227K -2,008 Closed
WC
1170
Weil Company
California
– -$226K -2,001 Closed
G
1171
GenTrust
Florida
– -$226K -2,000 Closed
RG
1172
Rathbones Group
United Kingdom
– -$226K -2,000 Closed
MC
1173
Moors & Cabot
Massachusetts
– -$226K -1,996 Closed
NAS
1174
Nicolet Advisory Services
Wisconsin
– -$214K -1,973 Closed
JIC
1175
Joel Isaacson & Co
New York
– -$219K -1,936 Closed