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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Cetera Advisors
Colorado
$545K +$99.4K +472 +21%
E
702
Ergoteles
New York
$542K +$581K +2,757 New
AR
703
Advisory Research
Illinois
$540K -$421 -2 -0.1%
SNT
704
Security National Trust
West Virginia
$537K +$565K +2,685 +10,740%
AAS
705
Avantax Advisory Services
Texas
$535K -$68K -323 -11%
TCOT
706
Trust Company of Toledo
Ohio
$535K +$5.9K +28 +1%
TPW
707
TL Private Wealth
Texas
$523K – – –
PA
708
PFG Advisors
Arizona
$523K +$842 +4 +0.2%
TW
709
TrinityPoint Wealth
Connecticut
$517K +$16K +76 +3%
PA
710
Parallel Advisors
California
$516K +$70.5K +335 +15%
GFS
711
GYL Financial Synergies
Connecticut
$511K +$548K +2,600 New
FAN
712
Financial Advisors Network
California
$510K +$1.69K +8 +0.3%
FTDI
713
First Trust Direct Indexing
Massachusetts
$510K +$23K +109 +4%
AIC
714
Ameritas Investment Company
Nebraska
$509K +$109K +517 +25%
TC
715
Trust Company
Kansas
$508K +$152K +724 +39%
HB
716
Homrich & Berg
Georgia
$507K -$53.7K -255 -9%
CAG
717
Csenge Advisory Group
Florida
$507K +$6.53K +31 +1%
AIM
718
Anchor Investment Management
South Carolina
$506K -$63K -299 -10%
GA
719
Greytown Advisors
Florida
$506K +$542K +2,573 New
TPCW
720
TD Private Client Wealth
New York
$504K -$9.69K -46 -2%
TA
721
TFG Advisers
Michigan
$503K +$3.58K +17 +0.7%
FHB
722
First Hawaiian Bank
Hawaii
$498K -$48.2K -229 -8%
GL
723
Graypoint LLC
New York
$492K +$1.05K +5 +0.2%
BRA
724
Bender Robert & Associates
California
$491K -$4.21K -20 -0.8%
RPC
725
Rossmore Private Capital
Connecticut
$490K +$22.1K +105 +4%
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