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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
776
NewEdge Advisors
Louisiana
$261K +$246K +1,723 New
BG
777
Bahl & Gaynor
Ohio
$260K – – –
VWA
778
V Wealth Advisors
Kansas
$260K +$246K +1,719 New
SPC
779
Stewart & Patten Company
California
$257K -$7.44K -52 -3%
SC
780
Slow Capital
California
$257K +$17.9K +125 +8%
SAM
781
Security Asset Management
New York
$256K -$243K -1,701 -50%
ACM
782
Allred Capital Management
Texas
$256K -$143 -1 -0.1%
WF
783
Welch & Forbes
Massachusetts
$256K – – –
SICM
784
Sustainable Insight Capital Management
New York
$256K +$242K +1,693 New
IWA
785
Intercontinental Wealth Advisors
Texas
$255K +$241K +1,685 New
FTDI
786
First Trust Direct Indexing
Massachusetts
$255K +$241K +1,687 New
SEC
787
Seven Eight Capital
New York
$253K -$1.86M -13,000 -89%
1SB
788
1ST Source Bank
Indiana
$253K – – –
ECM
789
Evergreen Capital Management
Washington
$249K -$5.44K -38 -2%
LCM
790
Leisure Capital Management
California
$249K – – –
SYBT
791
Stock Yards Bank & Trust
Kentucky
$249K – – –
IP
792
Investment Partners
Ohio
$247K -$28.3K -198 -11%
YIA
793
YHB Investment Advisors
Connecticut
$246K +$3.43K +24 +2%
MAM
794
Meeder Asset Management
Ohio
$245K -$783K -5,475 -77%
TC
795
Tatro Capital
Kentucky
$245K +$231K +1,617 New
YMRC
796
Yorktown Management & Research Company
Virginia
$244K -$193K -1,350 -46%
MMPW
797
Mitchell McLeod Pugh & Williams
Alabama
$243K – – –
DWM
798
Destination Wealth Management
California
$242K – – –
B
799
Bailard
California
$242K +$2.72K +19 +1%
4WM
800
44 Wealth Management
Oregon
$242K +$229K +1,599 New
30 31
32
33 34