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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
701
Ballentine Partners
Massachusetts
$440K +$396K +3,873 New
KFGK
702
Keystone Financial Group (Kentucky)
Kentucky
$439K +$25.6K +250 +7%
JF
703
JMN Financial
Ohio
$439K +$137K +1,341 +53%
HPM
704
Hoxton Planning & Management
West Virginia
$438K +$10K +98 +3%
MC
705
Machina Capital
France
$437K +$393K +3,840 New
FAN
706
Financial Advisors Network
California
$434K +$7.16K +70 +2%
CPIG
707
Chicago Partners Investment Group
Illinois
$433K +$62.3K +609 +19%
GLLW
708
Graves Light Lenhart Wealth
Virginia
$428K – – –
SWP
709
Stratos Wealth Partners
Ohio
$428K +$24.4K +239 +7%
LCM
710
Logan Capital Management
Pennsylvania
$427K +$384K +3,756 New
NIM
711
Nexus Investment Management
Ontario, Canada
$425K – – –
CIA
712
Concurrent Investment Advisors
Florida
$424K +$205 +2 +0.1%
KPWS
713
Kestra Private Wealth Services
Texas
$421K -$20.5K -200 -5%
T
714
TOBAM
France
$421K -$422K -4,130 -53%
AFG
715
Atomi Financial Group
New York
$416K +$42.4K +415 +13%
PCA
716
Purkiss Capital Advisors
Connecticut
$410K +$716 +7 +0.2%
HCM
717
Hillman Capital Management
Maryland
$410K -$2.28M -22,292 -86%
KFS
718
Keynote Financial Services
Connecticut
$410K +$2.97K +29 +0.8%
MWP
719
Moller Wealth Partners
$409K -$123K -1,200 -25%
TG
720
TCW Group
California
$407K -$205 -2 -0.1%
TCOT
721
Trust Company of Toledo
Ohio
$405K -$12.8K -125 -3%
BCM
722
Birch Capital Management
Texas
$405K -$319K -3,123 -47%
IAS
723
IMA Advisory Services
Colorado
$402K +$362K +3,540 New
CTC
724
Central Trust Company
Missouri
$402K -$5.01K -49 -1%
OPTFSNA
725
Old Point Trust & Financial Services N A
Virginia
$401K -$57.3K -560 -14%
27 28
29
30 31