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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
WBH Advisory
Maryland
$431K +$579 +5 +0.1%
WG
702
Wealth Group
North Carolina
$430K -$926 -8 -0.2%
C
703
Certuity
Florida
$430K +$34.2K +295 +8%
IA
704
IFP Advisors
Florida
$429K +$13.8K +119 +3%
BFG
705
Bleakley Financial Group
New Jersey
$428K -$3.82K -33 -0.9%
SA
706
Sovran Advisors
California
$428K +$442K +3,820 New
NWM
707
Northcape Wealth Management
New York
$428K – – –
MS
708
Maven Securities
Jersey
$428K +$438K +3,785 New
SHFA
709
SC&H Financial Advisors
Maryland
$428K +$211K +1,821 +93%
GRP
710
Global Retirement Partners
California
$427K -$120K -1,033 -21%
GAM
711
Guinness Asset Management
United Kingdom
$426K +$173K +1,497 +66%
LGF
712
LGT Group Foundation
Liechtenstein
$424K – – –
NIM
713
Nexus Investment Management
Ontario, Canada
$423K -$41.7K -360 -9%
CIA
714
Concurrent Investment Advisors
Florida
$420K +$4.75K +41 +1%
MMA
715
Miracle Mile Advisors
California
$418K +$151K +1,304 +55%
MSFS
716
Main Street Financial Solutions
Pennsylvania
$417K +$1.5K +13 +0.4%
PIM
717
Penobscot Investment Management
Massachusetts
$415K -$34.7K -300 -8%
HFS
718
Hopwood Financial Services
Virginia
$412K +$422K +3,644 New
CHC
719
City Holding Co
West Virginia
$410K +$14.7K +127 +4%
MWM
720
Modera Wealth Management
New Jersey
$407K +$417K +3,597 New
NG
721
Norden Group
Utah
$406K +$416K +3,591 New
DTL
722
Dynamic Technology Lab
Singapore
$405K +$100K +866 +32%
SN
723
Sittner & Nelson
Oregon
$404K +$116 +1 +0%
CG
724
Caprock Group
Idaho
$402K +$67.5K +583 +20%
KFA
725
Krane Funds Advisors
New York
$399K -$41.7K -360 -9%
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