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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
751
Graypoint LLC
New York
$297K +$24.7K +194 +8%
CT
752
Chicago Trust
Illinois
$295K -$35.6K -280 -10%
SEC
753
Seven Eight Capital
New York
$294K +$329K +2,585 New
SC
754
Savant Capital
Illinois
$290K +$13.1K +103 +4%
MNBTD
755
Moody National Bank Trust Division
Texas
$290K +$324K +2,551 New
BAMF
756
BI Asset Management Fondsmaeglerselskab
Denmark
$287K -$3.44M -27,102 -91%
FTDI
757
First Trust Direct Indexing
Massachusetts
$287K +$1.65K +13 +0.5%
TPW
758
TL Private Wealth
Texas
$284K – – –
QCG
759
Quadrant Capital Group
Ohio
$283K -$43.5K -342 -12%
RPCONE
760
Retirement Planning Company of New England
Rhode Island
$283K +$79.2K +623 +33%
PA
761
Profund Advisors
Maryland
$281K -$96.6K -760 -24%
BWP
762
Baldwin Wealth Partners
Massachusetts
$281K – – –
MCM
763
Mendel Capital Management
Arkansas
$281K +$15.6K +123 +5%
ACM
764
Ashford Capital Management
Delaware
$281K +$89K +700 +39%
PA
765
PFG Advisors
Arizona
$279K -$26.2K -206 -8%
MSFS
766
Main Street Financial Solutions
Pennsylvania
$279K +$43.3K +341 +16%
TAM
767
Trust Asset Management
Texas
$275K +$17.3K +136 +6%
TWA
768
TCI Wealth Advisors
Arizona
$273K -$381 -3 -0.1%
LC
769
Lincoln Capital
Nebraska
$273K – – –
SSW
770
Smith Shellnut Wilson
Mississippi
$266K -$22K -173 -7%
SIA
771
Soltis Investment Advisors
Utah
$266K +$67.4K +530 +29%
LCM
772
Liberty Capital Management
Michigan
$265K – – –
PCS
773
Personal CFO Solutions
New Jersey
$265K +$74.7K +588 +34%
LOAMS
774
Lombard Odier Asset Management (Switzerland)
Switzerland
$264K +$295K +2,320 New
BCA
775
Bay Colony Advisors
Massachusetts
$263K +$271K +2,133 New
29 30
31
32 33