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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
676
Lumature Wealth Partners
Georgia
$491K +$79.4K +484 +20%
ONB
677
Old National Bancorp
Indiana
$489K -$18.5K -113 -4%
AAS
678
Avantax Advisory Services
Texas
$487K +$48.7K +297 +12%
SWM
679
Spire Wealth Management
Virginia
$485K +$507K +3,089 New
VAM
680
Verity Asset Management
North Carolina
$484K -$1.31K -8 -0.3%
TIM
681
Tortoise Investment Management
New York
$484K – – –
FMT
682
First Mercantile Trust
Tennessee
$477K +$160K +978 +54%
TCOT
683
Trust Company of Toledo
Ohio
$468K – – –
MSFS
684
Main Street Financial Solutions
Pennsylvania
$468K +$63.1K +385 +16%
SEM
685
Suncoast Equity Management
Florida
$468K +$448K +2,730 New
IAA
686
Independent Advisor Alliance
North Carolina
$466K +$15.4K +94 +4%
TIM
687
Thompson Investment Management
Wisconsin
$463K – – –
SNT
688
Security National Trust
West Virginia
$458K +$3.28K +20 +0.8%
TPW
689
TL Private Wealth
Texas
$456K – – –
BFEC
690
Benjamin F. Edwards & Company
Missouri
$453K -$984 -6 -0.2%
PA
691
PFG Advisors
Arizona
$453K +$433K +2,641 New
TI
692
Tidal Investments
Wisconsin
$451K +$179K +1,090 +71%
CMO
693
Covenant Multifamily Offices
Texas
$444K +$425K +2,589 New
SCM
694
Shelton Capital Management
Colorado
$442K -$933K -5,688 -69%
CAG
695
Csenge Advisory Group
Florida
$438K +$140K +855 +54%
TA
696
TFG Advisers
Michigan
$435K -$65.3K -398 -14%
BRA
697
Bender Robert & Associates
California
$432K – – –
KFA
698
Krane Funds Advisors
New York
$430K +$30.3K +185 +8%
HWAM
699
Hennion & Walsh Asset Management
New Jersey
$425K +$406K +2,474 New
MPIA
700
Mountain Pacific Investment Advisers
Idaho
$420K – – –
26 27
28
29 30