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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
776
Campbell Newman Asset Management
Wisconsin
$327K – – –
FMLI
777
Fukoku Mutual Life Insurance
Japan
$324K -$30.9K -200 -9%
WA1
778
Wimmer Associates 1
California
$323K -$19.3K -125 -6%
PG
779
Prostatis Group
Maryland
$323K – – –
SS
780
Simplicity Solutions
Minnesota
$320K -$247K -1,602 -43%
MSFS
781
Main Street Financial Solutions
Pennsylvania
$319K +$4.32K +28 +1%
TC
782
TAGStone Capital
North Carolina
$319K +$325K +2,107 New
DSC
783
Duncker Streett & Co
Missouri
$318K -$55.6K -360 -15%
CRC
784
Curi RMB Capital
Illinois
$317K -$307K -1,989 -49%
AI
785
Atom Investors
Texas
$316K +$322K +2,087 New
TMAM
786
Tokio Marine Asset Management
Japan
$315K +$25K +162 +8%
CFAM
787
Center For Asset Management
Florida
$314K +$44K +285 +16%
ACM
788
Advisors Capital Management
New Jersey
$311K -$6.33K -41 -2%
CS
789
Capital Square
Tennessee
$310K +$317K +2,053 New
LWP
790
Lumature Wealth Partners
Georgia
$306K -$362K -2,346 -54%
TA
791
Tiedemann Advisors
New York
$306K +$4.01K +26 +1%
IWA
792
Intercontinental Wealth Advisors
Texas
$304K +$14.5K +94 +5%
CG
793
Cutler Group
California
$304K +$311K +2,015 New
MIM
794
MTM Investment Management
South Carolina
$303K +$5.25K +34 +2%
CG
795
Caprock Group
Idaho
$303K +$23K +149 +8%
JCM
796
Jacobi Capital Management
Pennsylvania
$303K +$134K +869 +77%
FFMBT
797
First Farmers & Merchants Bank Trust
Tennessee
$302K – – –
OIS
798
Okabena Investment Services
Minnesota
$302K – – –
EWA
799
Encompass Wealth Advisors
Oregon
$302K +$309K +2,000 New
OPS
800
Orion Portfolio Solutions
Nebraska
$301K +$41.2K +267 +15%
30 31
32
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