TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
751
Belpointe Asset Management
Nevada
$350K -$35K -302 -8%
PG
752
Prostatis Group
Maryland
$350K – – –
CTC
753
Central Trust Company
Missouri
$348K +$33.3K +288 +10%
TCM
754
Triumph Capital Management
Colorado
$346K -$56.3K -486 -14%
SIA
755
Sit Investment Associates
Minnesota
$345K – – –
TPW
756
Talon Private Wealth
Florida
$342K +$350K +3,026 New
ALAM
757
Asahi Life Asset Management
Japan
$342K +$350K +3,020 New
ESB
758
Essex Savings Bank
Connecticut
$341K +$2.32K +20 +0.7%
DWT
759
Dorsey & Whitney Trust
South Dakota
$341K -$123K -1,059 -26%
MWA
760
Martel Wealth Advisors
Washington
$339K +$347K +3,000 New
VFA
761
Valeo Financial Advisors
Indiana
$339K +$11.8K +102 +4%
JF
762
Joule Financial
Kentucky
$338K +$811 +7 +0.2%
CSIC
763
Clifford Swan Investment Counsel
California
$336K – – –
PI
764
PFG Investments
New York
$336K +$3.47K +30 +1%
GLLW
765
Graves Light Lenhart Wealth
Virginia
$336K – – –
FFM
766
Forum Financial Management
Illinois
$334K +$341K +2,949 New
JCM
767
Jacobi Capital Management
Pennsylvania
$332K -$7.29K -63 -2%
FNB
768
Farmers National Bank
Kentucky
$332K +$340K +2,934 New
LA
769
LVW Advisors
New York
$330K -$54.8K -473 -14%
CT
770
Coastline Trust
Rhode Island
$330K -$425K -3,670 -56%
LIM
771
Leavell Investment Management
Alabama
$328K +$116 +1 +0%
CPA
772
Court Place Advisors
Maryland
$327K -$23.2K -200 -6%
PSC
773
Portman Square Capital
United Kingdom
$325K -$1.02M -8,781 -75%
MWM
774
Modern Wealth Management
Kansas
$324K +$332K +2,866 New
FPW
775
Flywheel Private Wealth
California
$323K +$331K +2,860 New
29 30
31
32 33