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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
651
Compass Ion Advisors
Pennsylvania
$455K +$489K +4,338 New
WAAG
652
Wealth Alliance Advisory Group
Kansas
$454K -$32.3K -287 -6%
LIM
653
Longfellow Investment Management
Massachusetts
$453K – – –
SWA
654
Stratos Wealth Advisors
Ohio
$452K +$9.01K +80 +2%
IA
655
IFP Advisors
Florida
$451K -$44.7K -397 -8%
WA
656
WBH Advisory
Maryland
$450K -$16.9K -150 -3%
MFG
657
Midwest Financial Group
Kansas
$447K +$113 +1 +0%
HT
658
Heritage Trust
Oklahoma
$446K -$8.34K -74 -2%
AT
659
Arden Trust
Delaware
$446K +$479K +4,251 New
OIA
660
OneDigital Investment Advisors
Kansas
$441K +$34.6K +307 +8%
FFA
661
Fortune Financial Advisors
Kansas
$433K +$1.01K +9 +0.2%
VA
662
Vident Advisory
Georgia
$430K +$462K +4,104 New
BIM
663
Bridges Investment Management
Nebraska
$424K -$1.7M -15,082 -79%
CL
664
Choreo LLC
Illinois
$424K +$456K +4,046 New
FTDI
665
First Trust Direct Indexing
Massachusetts
$423K +$33.1K +294 +8%
S
666
SignatureFD
Georgia
$422K -$36K -320 -7%
O
667
Ossiam
France
$421K -$50.4K -447 -10%
WSFS
668
Wilmington Savings Fund Society
Delaware
$421K +$1.58K +14 +0.3%
PIP
669
Peachtree Investment Partners
Florida
$421K +$1.69K +15 +0.4%
PTC
670
Private Trust Company
Ohio
$416K -$5.97K -53 -1%
BRWA
671
B. Riley Wealth Advisors
Florida
$415K +$17K +151 +4%
MWM
672
Madison Wealth Management
Ohio
$411K -$121K -1,074 -22%
SF
673
Summit Financial
New Jersey
$409K -$18K -160 -4%
RPC
674
Rossmore Private Capital
Connecticut
$407K – – –
WFA
675
West Financial Advisors
Iowa
$403K – – –
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