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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Madison Wealth Management
Ohio
$559K -$25.2K -230 -4%
QIM
602
Quantitative Investment Management
Virginia
$558K +$546K +4,984 New
SI
603
Stephens Inc
Arkansas
$558K -$72.6K -663 -12%
ECA
604
Elevated Capital Advisors
Utah
$558K +$62.6K +572 +13%
HWAM
605
Hennion & Walsh Asset Management
New Jersey
$557K +$295K +2,694 +118%
AC
606
AlphaCore Capital
California
$555K +$11.5K +105 +2%
MFA
607
Mayflower Financial Advisors
Massachusetts
$554K -$15.4K -141 -3%
PIM
608
Provident Investment Management
Michigan
$553K +$96.1K +878 +22%
WT
609
Whittier Trust
California
$552K -$3.39K -31 -0.6%
MC
610
Moors & Cabot
Massachusetts
$551K -$103K -937 -16%
CFAM
611
Center For Asset Management
Florida
$539K +$527K +4,811 New
PT
612
Plimoth Trust
Massachusetts
$536K -$24.1K -220 -4%
VF
613
Virtu Financial
New York
$536K -$190K -1,739 -27%
EIP
614
Epoch Investment Partners
New York
$534K -$11.8M -108,183 -96%
WPW
615
Warther Private Wealth
Ohio
$532K +$520K +4,750 New
OWP
616
Obermeyer Wealth Partners
Colorado
$529K – – –
IA
617
IFP Advisors
Florida
$527K -$1.75K -16 -0.3%
AWS
618
Atria Wealth Solutions
New York
$525K +$280K +2,553 +120%
ESB
619
Essex Savings Bank
Connecticut
$521K – – –
WAAG
620
Wealth Alliance Advisory Group
Kansas
$517K +$35.3K +322 +8%
TMAM
621
Tokio Marine Asset Management
Japan
$512K +$41.5K +379 +9%
CA
622
Cetera Advisors
Colorado
$508K +$74K +676 +18%
RIA
623
Regal Investment Advisors
Michigan
$505K +$203K +1,854 +70%
O
624
Ossiam
France
$500K +$132K +1,209 +37%
AIM
625
Avity Investment Management
Connecticut
$499K +$87.6K +800 +22%
23 24
25
26 27