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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
701
New Republic Capital
North Carolina
$355K -$219 -2 -0.1%
OAM
702
Oppenheimer Asset Management
New York
$353K -$1.2K -11 -0.3%
DMBA
703
Deseret Mutual Benefit Administrators
Utah
$353K +$23.5K +215 +7%
NP
704
Nilsine Partners
Colorado
$352K +$7.01K +64 +2%
CHAM
705
Clear Harbor Asset Management
Connecticut
$352K +$45.4K +415 +15%
HSA
706
HBK Sorce Advisory
Pennsylvania
$351K -$6.68K -61 -2%
PFO
707
Pathstone Family Office
New Jersey
$349K -$47.5K -434 -12%
IPW
708
Impact Partnership Wealth
Georgia
$347K +$339K +3,099 New
CRC
709
Curi RMB Capital
Illinois
$345K +$2.96K +27 +0.9%
GWSG
710
GPS Wealth Strategies Group
Colorado
$344K +$39.2K +358 +13%
PP
711
Paloma Partners
Connecticut
$342K +$334K +3,050 New
MSA
712
Marino Stram & Associates
Massachusetts
$341K +$109 +1 +0%
SW
713
SVB Wealth
Massachusetts
$340K -$2.67M -24,358 -89%
IWC
714
Integrated Wealth Concepts
Massachusetts
$340K +$56.2K +513 +20%
SSWM
715
Sheets Smith Wealth Management
North Carolina
$336K +$2.96K +27 +0.9%
EWA
716
Encompass Wealth Advisors
Oregon
$336K – – –
CSIC
717
Clifford Swan Investment Counsel
California
$333K – – –
GLLW
718
Graves Light Lenhart Wealth
Virginia
$332K +$30.5K +279 +10%
VAM
719
Verity Asset Management
North Carolina
$332K -$171K -1,559 -34%
OHWA
720
Oak Hill Wealth Advisors
Virginia
$331K – – –
FMAEN1
721
Fund Management at Engine No 1
California
$327K +$22.1K +202 +7%
CGL
722
Clarius Group LLC
Washington
$324K +$3.29K +30 +1%
HWM
723
HB Wealth Management
Georgia
$322K -$54.4K -497 -15%
IWA
724
Intercontinental Wealth Advisors
Texas
$320K -$219 -2 -0.1%
BTWM
725
Baker Tilly Wealth Management
Wisconsin
$319K -$985 -9 -0.3%
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