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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
751
Ostrum Asset Management
France
$365K – – –
PI
752
PFG Investments
New York
$364K +$328K +3,204 New
XWL
753
XXI Wealth LLC
Illinois
$364K +$41.3K +404 +14%
LGF
754
LGT Group Foundation
Liechtenstein
$362K -$57.8K -565 -15%
MIM
755
MTM Investment Management
South Carolina
$361K -$3.68K -36 -1%
BMWM
756
Brown Miller Wealth Management
Virginia
$360K – – –
OAG
757
Oakmont Advisory Group
New Mexico
$358K -$37.4K -366 -10%
SFSG
758
Sound Financial Strategies Group
Mississippi
$358K +$4.71K +46 +1%
TCM
759
Triumph Capital Management
Colorado
$353K -$144K -1,408 -31%
BRWA
760
B. Riley Wealth Advisors
Florida
$353K +$315K +3,084 New
HSA
761
HBK Sorce Advisory
Pennsylvania
$352K +$3.58K +35 +1%
KCP
762
Kera Capital Partners
California
$350K +$51.1K +500 +19%
DWA
763
Douglass Winthrop Advisors
New York
$349K – – –
HFS
764
Hantz Financial Services
Michigan
$348K -$1.74K -17 -0.6%
HAS
765
Horizon Advisory Services
New York
$347K -$14K -137 -4%
HHCP
766
Hilton Head Capital Partners
South Carolina
$347K -$315K -3,080 -50%
EFSCE
767
Enterprise Financial Services Corp (EFSC)
Missouri
$347K +$10.4K +102 +3%
GHA
768
GW Henssler & Associates
Georgia
$344K – – –
AAP
769
Aristotle Atlantic Partners
Florida
$341K – – –
MWA
770
Martel Wealth Advisors
Washington
$341K – – –
LCM
771
Legato Capital Management
California
$341K -$115K -1,126 -27%
GA
772
Goldstein Advisors
Wisconsin
$339K +$305K +2,985 New
SRIM
773
Saratoga Research & Investment Management
California
$338K – – –
TAM
774
Tocqueville Asset Management
New York
$336K +$302K +2,957 New
IAN
775
Integrated Advisors Network
Texas
$336K -$104K -1,014 -26%
29 30
31
32 33