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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
NICM
726
Neo Ivy Capital Management
New York
$400K +$359K +3,515 New
SAM
727
Smithbridge Asset Management
Pennsylvania
$398K -$102K -1,000 -22%
ZIM
728
Zacks Investment Management
Illinois
$397K -$213K -2,083 -37%
AC
729
AlphaCore Capital
California
$396K +$112K +1,094 +46%
CCM
730
Carderock Capital Management
Maryland
$392K – – –
NAM
731
NorthCrest Asset Manangement
Minnesota
$392K +$343K +3,350 New
BM
732
Berman McAleer
Maryland
$388K +$614 +6 +0.2%
KWM
733
Kingsview Wealth Management
Oregon
$388K -$41.4K -405 -11%
VH
734
Visionary Horizons
Tennessee
$385K -$205 -2 -0.1%
WCM
735
Whitener Capital Management
North Carolina
$384K -$511 -5 -0.1%
LFG
736
Larson Financial Group
Missouri
$379K -$76.7K -750 -18%
CWM
737
Cornerstone Wealth Management
Missouri
$378K -$15K -147 -4%
PFS
738
Prospera Financial Services
Texas
$377K +$39.8K +389 +13%
CRC
739
Curi RMB Capital
Illinois
$376K -$3.68K -36 -1%
SC
740
Scotia Capital
Ontario, Canada
$374K +$40.1K +392 +14%
SWP
741
Sagespring Wealth Partners
Tennessee
$372K +$335K +3,272 New
EM
742
Excalibur Management
Massachusetts
$372K +$6.85K +67 +2%
W
743
Wealthquest
Ohio
$371K +$334K +3,262 New
CHAM
744
Clear Harbor Asset Management
Connecticut
$370K +$307 +3 +0.1%
FFS
745
Founders Financial Securities
Maryland
$370K +$1.23K +12 +0.4%
PCA
746
Pallas Capital Advisors
Massachusetts
$369K -$2.97K -29 -0.9%
HT
747
Heritage Trust
Oklahoma
$368K – – –
PGF
748
Plan Group Financial
Oklahoma
$368K +$84.5K +826 +34%
WHG
749
Westwood Holdings Group
Texas
$367K +$330K +3,228 New
DWT
750
Dorsey & Whitney Trust
South Dakota
$367K -$1.84K -18 -0.6%
28 29
30
31 32