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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
426
Frank Rimerman Advisors
California
$1.54M +$1.53M +13,344 +166,800%
BCI
427
Brinker Capital Investments
Pennsylvania
$1.53M +$159K +1,385 +12%
OPS
428
Orion Portfolio Solutions
Nebraska
$1.53M +$159K +1,385 +12%
FMI
429
F/M Investments
District of Columbia
$1.52M +$1.52M +13,214 New
IAIM
430
International Assets Investment Management
Florida
$1.52M +$383K +3,327 +34%
GIM
431
Groesbeck Investment Management
New Jersey
$1.51M -$50.6K -440 -3%
CW
432
CreativeOne Wealth
Kansas
$1.51M +$561K +4,874 +59%
VI
433
Versor Investments
New York
$1.5M +$1.5M +13,000 New
AWS
434
Atria Wealth Solutions
New York
$1.49M +$133K +1,158 +10%
MCWS
435
McKinley Carter Wealth Services
West Virginia
$1.48M +$85.6K +744 +6%
SAM
436
Securian Asset Management
Minnesota
$1.48M -$41.4K -360 -3%
CFO
437
Colony Family Offices
North Carolina
$1.46M – – –
LSERS
438
Louisiana State Employees Retirement System
Louisiana
$1.45M -$46K -400 -3%
HWAM
439
Hennion & Walsh Asset Management
New Jersey
$1.45M +$244K +2,123 +20%
PWM
440
Partnership Wealth Management
Maryland
$1.45M -$554K -4,819 -28%
SPC
441
Sigma Planning Corp
Michigan
$1.45M +$33K +287 +2%
QCM
442
Qsemble Capital Management
New York
$1.44M +$1.43M +12,475 New
MGP
443
Metis Global Partners
California
$1.44M +$18.2K +158 +1%
GCA
444
Greenwood Capital Associates
South Carolina
$1.43M +$435K +3,779 +44%
O
445
Ossiam
France
$1.42M +$43.1K +375 +3%
TCOV
446
Trust Company of Vermont
Vermont
$1.42M -$52.2K -454 -4%
LT
447
Lindsell Train
United Kingdom
$1.41M – – –
OM
448
OV Management
Minnesota
$1.39M +$19.6K +170 +1%
CGH
449
Crossmark Global Holdings
Texas
$1.38M -$2.3K -20 -0.2%
SO
450
STRS Ohio
Ohio
$1.37M +$228K +1,980 +20%
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