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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
751
F/M Investments
District of Columbia
$287K +$50.1K +458 +22%
TPW
752
TL Private Wealth
Texas
$283K – – –
VHAM
753
Van Hulzen Asset Management
California
$282K +$275K +2,514 New
HPM
754
Hoxton Planning & Management
West Virginia
$280K -$2.63K -24 -1%
SSW
755
Smith Shellnut Wilson
Mississippi
$279K -$1.42K -13 -0.5%
FMN
756
Financial Management Network
California
$277K +$34.6K +316 +15%
CCA
757
Checchi Capital Advisers
California
$274K -$24.6K -225 -8%
WC
758
Woodstock Corp
Massachusetts
$274K -$60.2K -550 -18%
WIC
759
Woodmont Investment Counsel
Tennessee
$273K -$77.7K -710 -23%
RWM
760
Revisor Wealth Management
Ohio
$272K +$16.1K +147 +6%
PPW
761
Presilium Private Wealth
Pennsylvania
$270K – – –
BEI
762
Benjamin Edwards Inc
Missouri
$270K -$341K -3,114 -56%
CWM
763
Cornerstone Wealth Management
Missouri
$270K +$43.9K +401 +20%
LC
764
Lincoln Capital
Nebraska
$270K – – –
MMA
765
Miracle Mile Advisors
California
$268K -$45K -411 -15%
PAMG
766
Patton Albertson Miller Group
Tennessee
$268K -$96.9K -885 -27%
TCOT
767
Trust Company of Toledo
Ohio
$262K – – –
LCM
768
Liberty Capital Management
Michigan
$261K – – –
IPW
769
Invictus Private Wealth
Colorado
$261K – – –
APA
770
Astoria Portfolio Advisors
New York
$261K -$15.7K -143 -6%
AWE
771
Avidian Wealth Enterprises
Texas
$259K +$253K +2,312 New
BPFA
772
Barnes Pettey Financial Advisors
Mississippi
$258K – – –
TC
773
TAGStone Capital
North Carolina
$254K +$2.74K +25 +1%
TFS
774
Thoroughbred Financial Services
Tennessee
$253K -$181K -1,650 -42%
FMLI
775
Fukoku Mutual Life Insurance
Japan
$253K -$103K -942 -29%
29 30
31
32 33