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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Modern Wealth Management
Kansas
$312K +$57.7K +628 +24%
HT
727
Heritage Trust
Oklahoma
$312K – – –
CCAL
728
City Center Advisors LLC
Michigan
$311K +$296K +3,220 New
GAM
729
Groupama Asset Management
France
$310K -$501K -5,456 -63%
PCMN
730
Paradigm Capital Management (Nevada)
Nevada
$309K +$88.1K +959 +43%
KWM
731
Kingsview Wealth Management
Oregon
$309K -$3.4K -37 -1%
BMWM
732
Brown Miller Wealth Management
Virginia
$303K – – –
CTC
733
Central Trust Company
Missouri
$303K +$5.23K +57 +2%
MMA
734
Mizuho Markets Americas
New York
$299K -$719K -7,832 -72%
PWP
735
Private Wealth Partners
California
$299K -$18.4K -200 -6%
CRC
736
Curi RMB Capital
Illinois
$298K -$92 -1 -0%
VNA
737
Valley National Advisers
Pennsylvania
$294K -$283K -3,087 -50%
CPIG
738
Chicago Partners Investment Group
Illinois
$294K +$39.2K +427 +18%
AC
739
AXQ Capital
New Jersey
$290K +$276K +3,010 New
MWA
740
Martel Wealth Advisors
Washington
$290K – – –
SIA
741
Summit Investment Advisors
Maryland
$289K – – –
PCS
742
Personal CFO Solutions
New Jersey
$288K +$18K +196 +7%
SRIM
743
Saratoga Research & Investment Management
California
$288K +$36.5K +398 +15%
CSIC
744
Clifford Swan Investment Counsel
California
$287K +$184 +2 +0.1%
ZIM
745
Zacks Investment Management
Illinois
$287K -$5.9M -64,245 -96%
EW
746
Evoke Wealth
California
$287K -$5.51K -60 -2%
GLLW
747
Graves Light Lenhart Wealth
Virginia
$286K – – –
CT
748
Caldwell Trust
Florida
$285K -$110K -1,200 -29%
JF
749
Joule Financial
Kentucky
$282K -$1.84K -20 -0.7%
HSA
750
HBK Sorce Advisory
Pennsylvania
$280K +$16.2K +176 +6%
28 29
30
31 32