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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
601
Capstone Triton Financial Group
Oklahoma
$619K +$197K +1,760 +53%
QCM
602
QRG Capital Management
Illinois
$617K +$42K +376 +8%
BBHC
603
Brown Brothers Harriman & Co
New York
$617K +$81.6K +731 +17%
AIM
604
Aigen Investment Management
New York
$616K -$280K -2,505 -33%
VDI
605
Vaughan David Investments
Illinois
$612K -$52.6K -471 -9%
NIM
606
NEOS Investment Management
Connecticut
$608K +$204K +1,827 +58%
RWA
607
River Wealth Advisors
Pennsylvania
$607K +$2.46K +22 +0.4%
NL
608
NVWM LLC
Pennsylvania
$605K +$114K +1,022 +26%
PWG
609
Portside Wealth Group
Utah
$600K +$6.92K +62 +1%
WT
610
Whittier Trust
California
$597K – – –
MCM
611
Mendel Capital Management
Arkansas
$596K +$2.23K +20 +0.4%
FTDI
612
First Trust Direct Indexing
Massachusetts
$593K +$64.3K +576 +13%
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$588K +$538K +4,819 New
WPW
614
Warther Private Wealth
Ohio
$579K – – –
IPW
615
Impact Partnership Wealth
Georgia
$576K -$110K -986 -17%
VVP
616
Venture Visionary Partners
Ohio
$574K +$5.58K +50 +1%
DG
617
DMC Group
Alabama
$573K +$36.3K +325 +7%
PWMAG
618
Pinnacle Wealth Management Advisory Group
New Jersey
$568K -$49.7K -445 -9%
AC
619
AlphaCore Capital
California
$562K +$12.1K +108 +2%
WC
620
Wynn Capital
Georgia
$561K -$14.5K -130 -3%
TPWM
621
Twelve Points Wealth Management
Massachusetts
$558K +$18.7K +167 +4%
IGWM
622
ICA Group Wealth Management
Colorado
$558K +$224K +2,002 +78%
SIA
623
Sit Investment Associates
Minnesota
$549K – – –
PIM
624
Penobscot Investment Management
Massachusetts
$548K -$46.4K -415 -8%
CFAM
625
Center For Asset Management
Florida
$544K +$2.12K +19 +0.4%
23 24
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