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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
726
Deseret Mutual Benefit Administrators
Utah
$310K -$222K -1,961 -41%
DCM
727
DGS Capital Management
New Jersey
$309K -$35K -309 -10%
GRP
728
Global Retirement Partners
California
$308K -$87K -769 -21%
TIM
729
Tortoise Investment Management
New York
$307K – – –
MMA
730
Miracle Mile Advisors
California
$306K -$4.87K -43 -2%
BTWM
731
Baker Tilly Wealth Management
Wisconsin
$306K -$141K -1,244 -31%
CI
732
Cigna Investments
Connecticut
$302K – – –
TWA
733
TCI Wealth Advisors
Arizona
$301K +$36K +318 +13%
HPM
734
Hoxton Planning & Management
West Virginia
$301K +$313K +2,764 New
FF
735
Fluent Financial
Texas
$301K -$1.59M -14,022 -84%
PA
736
Profund Advisors
Maryland
$299K +$24.1K +213 +8%
TA
737
TFG Advisers
Michigan
$298K -$1.02K -9 -0.3%
OAM
738
Oppenheimer Asset Management
New York
$297K -$208K -1,836 -40%
QCG
739
Quadrant Capital Group
Ohio
$296K -$53.1K -469 -15%
BWP
740
Baldwin Wealth Partners
Massachusetts
$296K +$13.2K +117 +5%
LFG
741
Larson Financial Group
Missouri
$296K +$11.9K +105 +4%
GHA
742
GW Henssler & Associates
Georgia
$294K +$3.73K +33 +1%
GLLW
743
Graves Light Lenhart Wealth
Virginia
$293K – – –
CIC
744
Crawford Investment Counsel
Georgia
$292K -$17K -150 -5%
CAM
745
Cypress Asset Management
Texas
$292K – – –
KI
746
Kula Investments
Illinois
$289K +$300K +2,648 New
BRWA
747
B. Riley Wealth Advisors
Florida
$288K +$49.9K +441 +20%
VFA
748
Valeo Financial Advisors
Indiana
$287K -$751K -6,641 -72%
TPW
749
TL Private Wealth
Texas
$287K – – –
SCM
750
Stevens Capital Management
Pennsylvania
$283K +$294K +2,598 New
28 29
30
31 32