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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
701
TCI Wealth Advisors
Arizona
$364K – – –
LWP
702
Lumature Wealth Partners
Georgia
$360K +$340K +2,378 New
SSW
703
Smith Shellnut Wilson
Mississippi
$359K -$15.7K -110 -4%
EF
704
Empirical Finance
Pennsylvania
$356K +$57.7K +403 +21%
MSFS
705
Main Street Financial Solutions
Pennsylvania
$355K +$335K +2,345 New
BCM
706
Brookstone Capital Management
Illinois
$353K +$106K +744 +47%
LCM
707
Liberty Capital Management
Michigan
$353K +$333K +2,329 New
KFA
708
Krane Funds Advisors
New York
$351K -$78.5K -549 -19%
ESB
709
Essex Savings Bank
Connecticut
$351K – – –
NFP
710
Novak Financial Planning
Maryland
$345K +$326K +2,282 New
TPCW
711
TD Private Client Wealth
New York
$344K -$715 -5 -0.2%
FDCDDQ
712
Federation des caisses Desjardins du Quebec
Quebec, Canada
$344K +$211K +1,472 +184%
CCA
713
Checchi Capital Advisers
California
$342K +$17.6K +123 +6%
BRWA
714
B. Riley Wealth Advisors
Florida
$337K -$99.9K -698 -24%
CMBA
715
C.M. Bidwell & Associates
Hawaii
$333K -$33.2K -232 -10%
KFS
716
Kurt F. Somerville
$333K – – –
CGL
717
Clarius Group LLC
Washington
$333K +$54.6K +382 +21%
DBT
718
Dubuque Bank & Trust
Iowa
$331K -$3.58M -24,997 -92%
GLLW
719
Graves Light Lenhart Wealth
Virginia
$331K – – –
TC
720
Trust Company
Kansas
$330K -$34.6K -242 -10%
RMCM
721
Reynders McVeigh Capital Management
Massachusetts
$329K -$75.7K -529 -20%
CNAM
722
Campbell Newman Asset Management
Wisconsin
$328K -$620K -4,334 -67%
SWA
723
Stratos Wealth Advisors
Ohio
$328K +$3.72K +26 +1%
BIA
724
BHK Investment Advisors
Alabama
$328K +$68K +475 +28%
VCAM
725
Van Cleef Asset Management
Ohio
$325K – – –
27 28
29
30 31