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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
776
Triangle Securities Wealth Management
North Carolina
$259K -$6.86K -60 -3%
APA
777
Astoria Portfolio Advisors
New York
$259K -$40.8K -357 -13%
PWA
778
Phoenix Wealth Advisors
North Carolina
$258K +$6.17K +54 +2%
RWM
779
Revisor Wealth Management
Ohio
$258K +$261K +2,281 New
HWAM
780
Hennion & Walsh Asset Management
New Jersey
$257K -$309K -2,707 -54%
QCM
781
Quantinno Capital Management
New York
$254K +$257K +2,245 New
TC
782
TAGStone Capital
North Carolina
$253K +$2.74K +24 +1%
SAM
783
Security Asset Management
New York
$253K – – –
GA
784
Greytown Advisors
Florida
$248K – – –
PGFC
785
Peapack-Gladstone Financial Corp
New Jersey
$244K -$175K -1,534 -41%
RMCM
786
Reynders McVeigh Capital Management
Massachusetts
$242K – – –
BRA
787
Bender Robert & Associates
California
$241K – – –
AWS
788
Atria Wealth Solutions
New York
$241K +$11.8K +103 +5%
GT
789
Glenview Trust
Kentucky
$241K – – –
T
790
TRUADVICE
Florida
$240K +$244K +2,139 New
FMI
791
F/M Investments
District of Columbia
$238K +$241K +2,106 New
AG
792
Ascent Group
Virginia
$236K -$28.8K -252 -11%
FMN
793
Financial Management Network
California
$236K – – –
LWP
794
Lumature Wealth Partners
Georgia
$235K +$19.5K +171 +9%
CI
795
Conning Inc
Connecticut
$235K -$3.08K -27 -1%
EA
796
Emerald Advisers
Pennsylvania
$232K -$1.37K -12 -0.6%
WMA
797
Wealth Management Associates
New Jersey
$232K +$235K +2,055 New
SIMG
798
Sonora Investment Management Group
Arizona
$230K -$34.3K -300 -13%
PCG
799
Prosperity Consulting Group
Maryland
$230K +$1.71K +15 +0.7%
LWCFA
800
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
30 31
32
33 34