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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
676
Private Capital Advisors
Connecticut
$434K – – –
MIM
677
Morningstar Investment Management
Illinois
$433K – – –
CCM
678
Coldstream Capital Management
Washington
$432K +$11.5K +103 +3%
IA
679
IFP Advisors
Florida
$429K -$56.4K -505 -13%
CA
680
Commerzbank Aktiengesellschaft
Germany
$424K +$388K +3,472 New
AIC
681
Aurora Investment Counsel
Georgia
$422K -$15.6K -140 -4%
NG
682
Norden Group
Utah
$420K +$385K +3,443 New
KWM
683
Kingsview Wealth Management
Oregon
$419K -$4.24K -38 -1%
CRC
684
Curi RMB Capital
Illinois
$418K +$31.2K +279 +9%
FNB
685
Farmers National Bank
Kentucky
$417K -$95.9K -859 -20%
S
686
SignatureFD
Georgia
$417K +$10.3K +92 +3%
MSFS
687
Main Street Financial Solutions
Pennsylvania
$416K +$4.91K +44 +1%
BRWA
688
B. Riley Wealth Advisors
Florida
$415K +$111K +997 +34%
PRC
689
Pearl River Capital
Michigan
$415K -$1.48M -13,229 -80%
PA
690
Profund Advisors
Maryland
$406K +$11.8K +106 +3%
WA1
691
Wimmer Associates 1
California
$405K +$24.6K +220 +7%
LIM
692
Leavell Investment Management
Alabama
$402K +$11.8K +106 +3%
CPA
693
Court Place Advisors
Maryland
$401K -$55.8K -500 -13%
IWC
694
Integrated Wealth Concepts
Massachusetts
$398K -$6.48K -58 -2%
FCI
695
Financial Counselors Inc
Kansas
$398K -$16.8K -150 -4%
EM
696
Excalibur Management
Massachusetts
$397K – – –
CHAM
697
Clear Harbor Asset Management
Connecticut
$395K – – –
AWM
698
Allen Wealth Management
North Carolina
$395K -$67K -600 -16%
EW
699
Evoke Wealth
California
$394K +$361K +3,232 New
MFG
700
Merit Financial Group
Georgia
$391K +$116K +1,039 +42%
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