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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
676
Guardian Wealth Advisors (Minnesota)
Minnesota
$492K -$31.5K -192 -6%
CT
677
Cambridge Trust
Massachusetts
$491K -$9.02K -55 -2%
AA
678
ALPS Advisors
Colorado
$491K -$2.13K -13 -0.5%
LWP
679
Lumature Wealth Partners
Georgia
$491K +$79.4K +484 +20%
ONB
680
Old National Bancorp
Indiana
$489K -$18.5K -113 -4%
AAS
681
Avantax Advisory Services
Texas
$487K +$48.7K +297 +12%
SWM
682
Spire Wealth Management
Virginia
$485K +$507K +3,089 New
VAM
683
Verity Asset Management
North Carolina
$484K -$1.31K -8 -0.3%
TIM
684
Tortoise Investment Management
New York
$484K – – –
FMT
685
First Mercantile Trust
Tennessee
$477K +$160K +978 +54%
TCOT
686
Trust Company of Toledo
Ohio
$468K – – –
MSFS
687
Main Street Financial Solutions
Pennsylvania
$468K +$63.1K +385 +16%
SEM
688
Suncoast Equity Management
Florida
$468K +$448K +2,730 New
IAA
689
Independent Advisor Alliance
North Carolina
$466K +$15.4K +94 +4%
TIM
690
Thompson Investment Management
Wisconsin
$463K – – –
SNT
691
Security National Trust
West Virginia
$458K +$3.28K +20 +0.8%
TPW
692
TL Private Wealth
Texas
$456K – – –
BFEC
693
Benjamin F. Edwards & Company
Missouri
$453K -$984 -6 -0.2%
PA
694
PFG Advisors
Arizona
$453K +$433K +2,641 New
TI
695
Tidal Investments
Wisconsin
$451K +$179K +1,090 +71%
CMO
696
Covenant Multifamily Offices
Texas
$444K +$425K +2,589 New
SCM
697
Shelton Capital Management
Colorado
$442K -$933K -5,688 -69%
CAG
698
Csenge Advisory Group
Florida
$438K +$140K +855 +54%
TA
699
TFG Advisers
Michigan
$435K -$65.3K -398 -14%
BRA
700
Bender Robert & Associates
California
$432K – – –
26 27
28
29 30