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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
726
Prospera Financial Services
Texas
$359K -$14.9K -144 -4%
CCM
727
Carderock Capital Management
Maryland
$353K -$348K -3,375 -49%
TG
728
TCW Group
California
$349K +$352K +3,410 New
BM
729
Berman McAleer
Maryland
$349K – – –
AC
730
AlphaCore Capital
California
$348K -$40K -388 -10%
VH
731
Visionary Horizons
Tennessee
$347K -$2.58K -25 -0.7%
MNBTD
732
Moody National Bank Trust Division
Texas
$346K +$13.4K +130 +4%
CRC
733
Curi RMB Capital
Illinois
$344K -$21.8K -211 -6%
BWM
734
BAM Wealth Management
Colorado
$342K +$57.5K +557 +20%
KWM
735
KW Wealth Management
California
$342K +$133K +1,289 +63%
CAMG
736
CWA Asset Management Group
Florida
$340K -$122K -1,182 -26%
BCM
737
Bluefin Capital Management
New York
$338K +$341K +3,300 New
GS
738
GTS Securities
Florida
$337K +$340K +3,292 New
DMBA
739
Deseret Mutual Benefit Administrators
Utah
$335K +$25.2K +244 +8%
HAS
740
Horizon Advisory Services
New York
$333K +$44.7K +433 +15%
CHAM
741
Clear Harbor Asset Management
Connecticut
$333K +$310 +3 +0.1%
HT
742
Heritage Trust
Oklahoma
$331K – – –
KFS
743
Keynote Financial Services
Connecticut
$329K +$332K +3,214 New
MIM
744
MTM Investment Management
South Carolina
$324K +$11K +107 +3%
M1FG
745
Mach-1 Financial Group
Arkansas
$321K +$324K +3,140 New
MMA
746
Miracle Mile Advisors
California
$321K -$10.7K -104 -3%
QFA
747
Quantum Financial Advisors
California
$320K +$323K +3,126 New
EPW
748
Evolve Private Wealth
California
$319K +$322K +3,116 New
OAG
749
Oakmont Advisory Group
New Mexico
$319K +$321K +3,115 New
SA
750
SRH Advisors
Kansas
$319K +$213K +2,060 +195%
28 29
30
31 32