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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
B
676
Barings
North Carolina
$546K -$398K -2,130 -44%
FHB
677
First Hawaiian Bank
Hawaii
$546K -$75.7K -405 -13%
AR
678
Advisory Research
Illinois
$544K -$87.9K -470 -15%
EF
679
Empirical Finance
Pennsylvania
$541K +$71.6K +383 +16%
TIM
680
Thompson Investment Management
Wisconsin
$535K – – –
OIA
681
OneDigital Investment Advisors
Kansas
$535K +$56.1K +300 +12%
TCOT
682
Trust Company of Toledo
Ohio
$533K -$5.79K -31 -1%
CP
683
Castleview Partners
Texas
$533K +$503K +2,693 New
PA
684
PFG Advisors
Arizona
$526K +$2.99K +16 +0.6%
TPCW
685
TD Private Client Wealth
New York
$516K +$40.2K +215 +9%
CAG
686
Csenge Advisory Group
Florida
$505K +$15.5K +83 +3%
TW
687
TrinityPoint Wealth
Connecticut
$505K +$477K +2,551 New
TA
688
TFG Advisers
Michigan
$503K +$1.68K +9 +0.4%
BRA
689
Bender Robert & Associates
California
$498K – – –
TPW
690
TL Private Wealth
Texas
$495K – – –
GL
691
Graypoint LLC
New York
$494K +$106K +569 +30%
FTDI
692
First Trust Direct Indexing
Massachusetts
$492K +$108K +576 +30%
TWA
693
TCI Wealth Advisors
Arizona
$482K +$935 +5 +0.2%
HWAM
694
Hennion & Walsh Asset Management
New Jersey
$479K -$9.72K -52 -2%
LC
695
Lincoln Capital
Nebraska
$476K – – –
BWP
696
Baldwin Wealth Partners
Massachusetts
$475K +$5.61K +30 +1%
SSW
697
Smith Shellnut Wilson
Mississippi
$473K – – –
RPC
698
Rossmore Private Capital
Connecticut
$472K +$46.7K +250 +12%
AG
699
AIA Group
Hong Kong
$468K +$214K +1,147 +94%
FAN
700
Financial Advisors Network
California
$464K -$2.06K -11 -0.5%
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