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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
601
Prospera Financial Services
Texas
$687K +$98K +846 +16%
NRS
602
Neville Rodie & Shaw
New York
$687K – – –
TCM
603
Thoma Capital Management
Maryland
$684K +$700K +6,049 New
LCM
604
Logan Capital Management
Pennsylvania
$682K +$57.3K +495 +9%
AB
605
ANB Bank
Colorado
$679K +$695K +6,003 New
RA
606
RFG Advisory
Alabama
$679K -$60.2K -520 -8%
JG
607
Jain Global
New York
$667K +$683K +5,900 New
IPW
608
Impact Partnership Wealth
Georgia
$666K +$9.49K +82 +1%
GIA
609
Gateway Investment Advisers
Ohio
$664K -$12.7K -110 -2%
NA
610
Nautilus Advisors
California
$658K +$673K +5,814 New
TMAM
611
Tokio Marine Asset Management
Japan
$658K – – –
ACM
612
AlphaStar Capital Management
North Carolina
$656K +$672K +5,802 New
TF
613
Tudor Financial
Ohio
$653K -$40.8K -352 -6%
CPW
614
Cove Private Wealth
New York
$653K -$208K -1,800 -24%
MAM
615
Meeder Asset Management
Ohio
$652K -$400K -3,458 -37%
DG
616
DMC Group
Alabama
$644K +$3.01K +26 +0.5%
PA
617
Parallel Advisors
California
$643K -$38.7K -334 -6%
TC
618
TAP Consulting
Missouri
$638K -$54.3K -469 -8%
AI
619
Atria Investments
North Carolina
$631K -$60.8K -525 -9%
AWM
620
Apex Wealth Management
New Hampshire
$624K +$639K +5,518 New
SFA
621
Sequoia Financial Advisors
Ohio
$624K +$223K +1,929 +54%
NP
622
Nilsine Partners
Colorado
$623K +$274K +2,370 +76%
AFCM
623
Applied Finance Capital Management
Puerto Rico
$616K +$631K +5,445 New
VF
624
Virtu Financial
New York
$614K +$629K +5,431 New
CT
625
Caldwell Trust
Florida
$612K – – –
23 24
25
26 27