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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
451
Verdence Capital Advisors
Maryland
$1.4M -$512K -4,026 -25%
BWL
452
Bogart Wealth LLC
Virginia
$1.39M +$1.54M +12,131 +20,218%
AWM
453
AE Wealth Management
Kansas
$1.37M +$48.8K +384 +3%
FC
454
FORA Capital
Florida
$1.32M +$1.48M +11,649 New
OPTFSNA
455
Old Point Trust & Financial Services N A
Virginia
$1.32M +$24.1K +190 +2%
SNBOSCI
456
Security National Bank of Sioux City Iowa
Iowa
$1.32M +$4.45K +35 +0.3%
ICP
457
Ironvine Capital Partners
Nebraska
$1.31M – – –
SLWA
458
San Luis Wealth Advisors
California
$1.3M +$1.32M +10,362 +949%
JWM
459
JGP Wealth Management
Oregon
$1.29M +$51.9K +408 +4%
ERIM
460
Eagle Ridge Investment Management
Connecticut
$1.28M – – –
RJT
461
Raymond James Trust
Florida
$1.28M +$98K +771 +7%
BEI
462
Benjamin Edwards Inc
Missouri
$1.27M +$105K +824 +8%
LFS
463
Legacy Financial Strategies
Kansas
$1.23M +$127K +1,003 +10%
GJIC
464
Gamble Jones Investment Counsel
California
$1.23M -$6.36K -50 -0.5%
PS
465
Pensionfund Sabic
Netherlands
$1.23M -$127K -1,000 -8%
BO
466
BRR OpCo
Ohio
$1.21M +$85K +669 +7%
CT
467
Coastline Trust
Rhode Island
$1.2M – – –
AFC
468
AFT Forsyth & Company
Florida
$1.19M -$93.2K -733 -7%
CM
469
Caption Management
Oklahoma
$1.19M +$1.33M +10,500 New
SWM
470
SFG Wealth Management
Maryland
$1.19M – – –
UAS
471
United Asset Strategies
New York
$1.19M +$937K +7,371 +237%
IA
472
IFP Advisors
Florida
$1.19M – – –
HCM
473
Hall Capital Management
Rhode Island
$1.18M -$131K -1,027 -9%
MCWS
474
McKinley Carter Wealth Services
West Virginia
$1.18M +$120K +943 +10%
MA
475
Mutual Advisors
Nebraska
$1.17M +$197K +1,547 +18%
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