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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
776
Financial Management Network
California
$236K +$248K +2,080 New
JF
777
Joule Financial
Kentucky
$236K +$269K +2,252 New
TW
778
TrinityPoint Wealth
Connecticut
$235K -$148K -1,240 -36%
MC
779
Moors & Cabot
Massachusetts
$234K +$266K +2,230 New
GA
780
Greytown Advisors
Florida
$232K – – –
IWA
781
Intercontinental Wealth Advisors
Texas
$231K +$596 +5 +0.2%
BRWA
782
B. Riley Wealth Advisors
Florida
$231K +$262K +2,197 New
TCM
783
Triumph Capital Management
Colorado
$230K -$172K -1,441 -40%
PWA
784
Phoenix Wealth Advisors
North Carolina
$230K -$477 -4 -0.2%
TC
785
TAGStone Capital
North Carolina
$230K +$3.7K +31 +1%
FMAEN1
786
Fund Management at Engine No 1
California
$228K -$14.8K -124 -5%
RC
787
Rovin Capital
Arizona
$228K +$5.73K +48 +2%
CI
788
CX Institutional
Indiana
$228K +$17.9K +150 +7%
CNAM
789
Campbell Newman Asset Management
Wisconsin
$227K – – –
GWSG
790
GPS Wealth Strategies Group
Colorado
$225K +$10.6K +89 +4%
BRA
791
Bender Robert & Associates
California
$224K – – –
PG
792
Prostatis Group
Maryland
$222K -$2.39K -20 -0.9%
TC
793
TwinBeech Capital
New York
$221K -$274K -2,294 -52%
BIA
794
Benchmark Investment Advisors
Illinois
$221K -$243K -2,033 -49%
CI
795
Conning Inc
Connecticut
$221K -$22.7K -190 -8%
LWP
796
Lumature Wealth Partners
Georgia
$221K +$11.5K +96 +5%
SWM
797
Spire Wealth Management
Virginia
$220K -$168K -1,409 -40%
GT
798
Glenview Trust
Kentucky
$220K -$18.4K -154 -7%
MSA
799
Marino Stram & Associates
Massachusetts
$219K +$248K +2,083 New
PCIA
800
Prime Capital Investment Advisors
Kansas
$217K +$247K +2,068 New
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