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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
751
Clear Harbor Asset Management
Connecticut
$370K +$307 +3 +0.1%
FFS
752
Founders Financial Securities
Maryland
$370K +$1.23K +12 +0.4%
PCA
753
Pallas Capital Advisors
Massachusetts
$369K -$2.97K -29 -0.9%
HT
754
Heritage Trust
Oklahoma
$368K – – –
PGF
755
Plan Group Financial
Oklahoma
$368K +$84.5K +826 +34%
WHG
756
Westwood Holdings Group
Texas
$367K +$330K +3,228 New
DWT
757
Dorsey & Whitney Trust
South Dakota
$367K -$1.84K -18 -0.6%
OAM
758
Ostrum Asset Management
France
$365K – – –
PI
759
PFG Investments
New York
$364K +$328K +3,204 New
XWL
760
XXI Wealth LLC
Illinois
$364K +$41.3K +404 +14%
LGF
761
LGT Group Foundation
Liechtenstein
$362K -$57.8K -565 -15%
MIM
762
MTM Investment Management
South Carolina
$361K -$3.68K -36 -1%
BMWM
763
Brown Miller Wealth Management
Virginia
$360K – – –
OAG
764
Oakmont Advisory Group
New Mexico
$358K -$37.4K -366 -10%
SFSG
765
Sound Financial Strategies Group
Mississippi
$358K +$4.71K +46 +1%
TCM
766
Triumph Capital Management
Colorado
$353K -$144K -1,408 -31%
BRWA
767
B. Riley Wealth Advisors
Florida
$353K +$315K +3,084 New
HSA
768
HBK Sorce Advisory
Pennsylvania
$352K +$3.58K +35 +1%
KCP
769
Kera Capital Partners
California
$350K +$51.1K +500 +19%
DWA
770
Douglass Winthrop Advisors
New York
$349K – – –
HFS
771
Hantz Financial Services
Michigan
$348K -$1.74K -17 -0.6%
HAS
772
Horizon Advisory Services
New York
$347K -$14K -137 -4%
HHCP
773
Hilton Head Capital Partners
South Carolina
$347K -$315K -3,080 -50%
EFSCE
774
Enterprise Financial Services Corp (EFSC)
Missouri
$347K +$10.4K +102 +3%
GHA
775
GW Henssler & Associates
Georgia
$344K – – –
29 30
31
32 33