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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
751
Private Capital Group
Connecticut
$75K +$61.6K +553 +532%
BWP
752
Baldwin Wealth Partners
Massachusetts
$74K – – –
CI
753
CX Institutional
Indiana
$70K -$5.23K -47 -7%
CIA
754
CSat Investment Advisory
Michigan
$70K +$7.46K +67 +12%
AIM
755
Advantage Investment Management
Iowa
$69K – – –
SFSIG
756
San Francisco Sentry Investment Group
California
$68K – – –
CIAS
757
Capital Investment Advisory Services
North Carolina
$66K – – –
FHA
758
Flagship Harbor Advisors
Massachusetts
$66K +$223 +2 +0.3%
LWM
759
Liberty Wealth Management
California
$59K -$1.22K -11 -2%
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
WB
761
Webster Bank
Connecticut
$55K – – –
GWS
762
Glassman Wealth Services
Virginia
$54K – – –
APW
763
Acima Private Wealth
Virginia
$53K – – –
AIM
764
AIA Investment Management
Singapore
$52K +$51.1K +459 New
BBHC
765
Brown Brothers Harriman & Co
New York
$49K -$337K -3,030 -88%
HDIM
766
Hanson & Doremus Investment Management
Vermont
$47K – – –
HWA
767
Heritage Wealth Advisors
Virginia
$47K +$111 +1 +0.2%
DAM
768
Delta Asset Management
Tennessee
$46K – – –
PO
769
Private Ocean
California
$45K – – –
SCM
770
Silvant Capital Management
Georgia
$44K -$9.35K -84 -18%
TC
771
Truvestments Capital
Florida
$43K – – –
QCMC
772
Quantum Capital Management (California)
California
$41K +$40.3K +362 New
FHA
773
First Horizon Advisors
Tennessee
$38K – – –
NSB
774
Norway Savings Bank
Maine
$38K – – –
JCM
775
Jacobi Capital Management
Pennsylvania
$36K – – –
29 30
31
32 33