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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
651
Ballentine Partners
Massachusetts
$627K +$37.2K +241 +6%
ESB
652
Essex Savings Bank
Connecticut
$627K +$137K +890 +27%
SB
653
Strategic Blueprint
Georgia
$623K +$104K +676 +20%
FCI
654
Financial Counselors Inc
Kansas
$620K -$133K -861 -17%
MFS
655
Mirabella Financial Services
United Kingdom
$618K +$631K +4,087 New
VAM
656
Verity Asset Management
North Carolina
$615K +$134K +867 +27%
AG
657
AIA Group
Hong Kong
$614K +$179K +1,162 +40%
STA
658
Summit Trail Advisors
New York
$611K +$624K +4,039 New
EF
659
Empowered Funds
Pennsylvania
$610K +$126K +818 +25%
CI
660
Cigna Investments
Connecticut
$608K -$172K -1,113 -22%
WSFS
661
Wilmington Savings Fund Society
Delaware
$608K -$31.3K -203 -5%
CA
662
Cornerstone Advisors
North Carolina
$605K -$618K -4,000 -50%
SSWM
663
Sheets Smith Wealth Management
North Carolina
$604K -$37.1K -240 -6%
GAM
664
Guinness Asset Management
United Kingdom
$597K -$107K -691 -15%
GCP
665
GSA Capital Partners
United Kingdom
$594K +$607K +3,929 New
VAS
666
Vestmark Advisory Solutions
Massachusetts
$591K +$242K +1,569 +67%
IAA
667
Independent Advisor Alliance
North Carolina
$582K +$298K +1,932 +101%
BAS
668
Brown Advisory Securities
Maryland
$580K -$262K -1,700 -31%
RIL
669
Rothschild Investment LLC
Illinois
$578K +$37.7K +244 +7%
GIA
670
Gladstone Institutional Advisory
Florida
$572K -$1.1M -7,125 -65%
AWS
671
Atria Wealth Solutions
New York
$570K +$581K +3,765 New
VWA
672
V Wealth Advisors
Kansas
$569K +$254K +1,644 +78%
NERM
673
New England Research & Management
Illinois
$565K +$577K +3,735 New
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$564K -$1.39K -9 -0.2%
NL
675
NVWM LLC
Pennsylvania
$561K +$406K +2,630 +244%
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