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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
701
Nautilus Advisors
California
$454K -$32.9K -322 -8%
HIP
702
HUB Investment Partners
Texas
$451K +$107K +1,048 +36%
EAN
703
Excelsior Advisor Network
Colorado
$447K +$402K +3,931 New
UAML
704
US Asset Management LLC
Pennsylvania
$444K – – –
CAM
705
Cidel Asset Management
Ontario, Canada
$442K +$17.7K +173 +5%
VA
706
VestGen Advisors
Illinois
$441K +$121K +1,180 +44%
BP
707
Ballentine Partners
Massachusetts
$440K +$396K +3,873 New
KFGK
708
Keystone Financial Group (Kentucky)
Kentucky
$439K +$25.6K +250 +7%
JF
709
JMN Financial
Ohio
$439K +$137K +1,341 +53%
HPM
710
Hoxton Planning & Management
West Virginia
$438K +$10K +98 +3%
MC
711
Machina Capital
France
$437K +$393K +3,840 New
FAN
712
Financial Advisors Network
California
$434K +$7.16K +70 +2%
CPIG
713
Chicago Partners Investment Group
Illinois
$433K +$62.3K +609 +19%
GLLW
714
Graves Light Lenhart Wealth
Virginia
$428K – – –
SWP
715
Stratos Wealth Partners
Ohio
$428K +$24.4K +239 +7%
LCM
716
Logan Capital Management
Pennsylvania
$427K +$384K +3,756 New
NIM
717
Nexus Investment Management
Ontario, Canada
$425K – – –
CIA
718
Concurrent Investment Advisors
Florida
$424K +$205 +2 +0.1%
KPWS
719
Kestra Private Wealth Services
Texas
$421K -$20.5K -200 -5%
T
720
TOBAM
France
$421K -$422K -4,130 -53%
AFG
721
Atomi Financial Group
New York
$416K +$42.4K +415 +13%
PCA
722
Purkiss Capital Advisors
Connecticut
$410K +$716 +7 +0.2%
HCM
723
Hillman Capital Management
Maryland
$410K -$2.28M -22,292 -86%
KFS
724
Keynote Financial Services
Connecticut
$410K +$2.97K +29 +0.8%
MWP
725
Moller Wealth Partners
$409K -$123K -1,200 -25%
27 28
29
30 31