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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
626
Arrow Financial
New York
$834K -$31.5K -155 -4%
SSWM
627
Sheets Smith Wealth Management
North Carolina
$832K -$15.2K -75 -2%
SG
628
Stonnington Group
California
$831K – – –
WSFS
629
Wilmington Savings Fund Society
Delaware
$831K +$171K +840 +25%
DI
630
DAGCO Inc
Ohio
$814K – – –
WS
631
Wedbush Securities
California
$809K -$117K -576 -12%
CRC
632
Curi RMB Capital
Illinois
$803K -$3.86K -19 -0.5%
EMG
633
ETF Managers Group
New Jersey
$803K +$39K +192 +5%
LPT
634
Legacy Private Trust
Wisconsin
$780K -$234K -1,152 -22%
AII
635
AGF Investments Inc
Ontario, Canada
$779K -$906K -4,458 -53%
PHK
636
Point72 Hong Kong
Hong Kong
$771K -$476K -2,341 -37%
BBA
637
Baader Bank Aktiengesellschaft
Germany
$770K +$796K +3,918 New
BP
638
Ballentine Partners
Massachusetts
$769K +$59.3K +292 +8%
AF
639
Allworth Financial
California
$765K -$87.3K -430 -10%
DLHL
640
Donald L. Hagan LLC
Florida
$765K +$32.9K +162 +4%
AG
641
Ascent Group
Virginia
$758K +$964K +4,748 New
CLOS
642
Compagnie Lombard Odier SCmA
Switzerland
$747K -$203K -1,000 -21%
CCP
643
Corient Capital Partners
California
$743K +$18.7K +92 +2%
BRWA
644
B. Riley Wealth Advisors
Florida
$741K +$36.2K +178 +5%
IRF
645
IBM Retirement Fund
New York
$738K -$532K -2,619 -41%
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$735K -$14.4K -71 -2%
SS
647
Simplicity Solutions
Minnesota
$730K +$404K +1,989 +115%
CT
648
Cambridge Trust
Massachusetts
$722K +$78K +384 +12%
MWM
649
Mission Wealth Management
California
$721K +$23.2K +114 +3%
RGC
650
Roberts, Glore & Co
Illinois
$720K -$45.7K -225 -6%
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