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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
676
Sequoia Financial Advisors
Ohio
$448K +$114K +987 +34%
AT
677
Arden Trust
Delaware
$445K +$101K +878 +29%
OR
678
Olympiad Research
Connecticut
$442K +$440K +3,829 New
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$441K -$5.87K -51 -1%
S
680
SignatureFD
Georgia
$441K +$46.9K +408 +12%
WA
681
WBH Advisory
Maryland
$441K -$28.9K -251 -6%
WG
682
Wealth Group
North Carolina
$439K -$8.28K -72 -2%
GXJ
683
Global X Japan
Japan
$437K +$2.65K +23 +0.6%
NWM
684
Northcape Wealth Management
New York
$436K – – –
LGF
685
LGT Group Foundation
Liechtenstein
$432K +$431K +3,750 New
DEA
686
DoubleLine ETF Adviser
Florida
$426K -$12.9K -112 -3%
SWA
687
Stratos Wealth Advisors
Ohio
$426K -$86.7K -754 -17%
RPCONE
688
Retirement Planning Company of New England
Rhode Island
$423K -$5.06K -44 -1%
KWM
689
Kingsview Wealth Management
Oregon
$423K +$26.9K +234 +7%
EWA
690
EP Wealth Advisors
California
$419K +$418K +3,637 New
PCA
691
Pallas Capital Advisors
Massachusetts
$418K +$112K +977 +37%
RG
692
Rathbones Group
United Kingdom
$417K -$23K -200 -5%
CG
693
Caprock Group
Idaho
$415K +$153K +1,330 +59%
DWM
694
Dakota Wealth Management
Florida
$414K -$4.49K -39 -1%
FFA
695
Farther Finance Advisors
California
$414K -$2.19K -19 -0.5%
WFA
696
West Financial Advisors
Iowa
$414K – – –
TCM
697
Teza Capital Management
Illinois
$413K -$1.16M -10,108 -74%
PCA
698
Private Capital Advisors
Connecticut
$410K – – –
MSFS
699
Main Street Financial Solutions
Pennsylvania
$410K +$15.8K +137 +4%
PSC
700
Portman Square Capital
United Kingdom
$409K +$135K +1,172 +49%
26 27
28
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