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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
776
Fukoku Mutual Life Insurance
Japan
$324K -$30.9K -200 -9%
WA1
777
Wimmer Associates 1
California
$323K -$19.3K -125 -6%
PG
778
Prostatis Group
Maryland
$323K – – –
SS
779
Simplicity Solutions
Minnesota
$320K -$247K -1,602 -43%
MSFS
780
Main Street Financial Solutions
Pennsylvania
$319K +$4.32K +28 +1%
TC
781
TAGStone Capital
North Carolina
$319K +$325K +2,107 New
DSC
782
Duncker Streett & Co
Missouri
$318K -$55.6K -360 -15%
CRC
783
Curi RMB Capital
Illinois
$317K -$307K -1,989 -49%
AI
784
Atom Investors
Texas
$316K +$322K +2,087 New
TMAM
785
Tokio Marine Asset Management
Japan
$315K +$25K +162 +8%
CFAM
786
Center For Asset Management
Florida
$314K +$44K +285 +16%
ACM
787
Advisors Capital Management
New Jersey
$311K -$6.33K -41 -2%
CS
788
Capital Square
Tennessee
$310K +$317K +2,053 New
LWP
789
Lumature Wealth Partners
Georgia
$306K -$362K -2,346 -54%
TA
790
Tiedemann Advisors
New York
$306K +$4.01K +26 +1%
IWA
791
Intercontinental Wealth Advisors
Texas
$304K +$14.5K +94 +5%
CG
792
Cutler Group
California
$304K +$311K +2,015 New
MIM
793
MTM Investment Management
South Carolina
$303K +$5.25K +34 +2%
CG
794
Caprock Group
Idaho
$303K +$23K +149 +8%
JCM
795
Jacobi Capital Management
Pennsylvania
$303K +$134K +869 +77%
FFMBT
796
First Farmers & Merchants Bank Trust
Tennessee
$302K – – –
OIS
797
Okabena Investment Services
Minnesota
$302K – – –
EWA
798
Encompass Wealth Advisors
Oregon
$302K +$309K +2,000 New
OPS
799
Orion Portfolio Solutions
Nebraska
$301K +$41.2K +267 +15%
CCM
800
Coldstream Capital Management
Washington
$299K -$2.78K -18 -0.9%
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