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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
701
Summit Wealth Group (Colorado)
Colorado
$374K +$893K +8,496 New
CRC
702
Curi RMB Capital
Illinois
$367K +$50.4K +480 +16%
CG
703
Caprock Group
Idaho
$362K +$354K +3,364 New
MFG
704
Midwest Financial Group
Kansas
$358K +$18.4K +175 +5%
FFS
705
Founders Financial Securities
Maryland
$354K -$22.8K -217 -6%
PCA
706
Pallas Capital Advisors
Massachusetts
$352K +$8.51K +81 +2%
VH
707
Visionary Horizons
Tennessee
$350K -$26.8K -255 -7%
BM
708
Berman McAleer
Maryland
$349K +$358K +3,405 New
VI
709
Versor Investments
New York
$349K +$358K +3,403 New
SBFM
710
S-Bank Fund Management
Finland
$348K -$4.62K -44 -1%
WFA
711
West Financial Advisors
Iowa
$347K – – –
KWM
712
Kingsview Wealth Management
Oregon
$341K +$13K +124 +4%
AWM
713
Accel Wealth Management
Iowa
$340K -$54.5K -519 -14%
MOS
714
MGO One Seven
Ohio
$339K +$347K +3,298 New
DCM
715
Davis Capital Management
Florida
$337K +$345K +3,281 New
MNBTD
716
Moody National Bank Trust Division
Texas
$334K +$99.6K +948 +41%
CPIG
717
Chicago Partners Investment Group
Illinois
$334K +$46.7K +444 +16%
CHAM
718
Clear Harbor Asset Management
Connecticut
$333K +$210 +2 +0.1%
HT
719
Heritage Trust
Oklahoma
$332K – – –
MMA
720
Miracle Mile Advisors
California
$332K +$101K +965 +43%
EM
721
Excalibur Management
Massachusetts
$331K -$3.89K -37 -1%
GCP
722
GSA Capital Partners
United Kingdom
$331K -$117K -1,114 -26%
PCS
723
Personal CFO Solutions
New Jersey
$330K +$23.6K +225 +8%
SA
724
Strategic Advisors
New York
$328K +$78.8K +750 +31%
B
725
Bellecapital
Switzerland
$326K -$1.48M -14,035 -82%
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