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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
776
Blossom Wealth Management
California
$288K +$5.03K +45 +2%
SIA
777
Soltis Investment Advisors
Utah
$287K +$2.35K +21 +0.9%
CI
778
Cigna Investments
Connecticut
$287K – – –
CFG
779
Cooper Financial Group
California
$287K +$5.58K +50 +2%
FM
780
Foster & Motley
Ohio
$286K +$262K +2,344 New
BAM
781
Belpointe Asset Management
Nevada
$286K +$4.24K +38 +2%
AWE
782
Avidian Wealth Enterprises
Texas
$285K +$2.46K +22 +0.9%
LCM
783
Liberty Capital Management
Michigan
$284K – – –
AAS
784
Avantax Advisory Services
Texas
$284K -$4.36K -39 -2%
WCM
785
Whitener Capital Management
North Carolina
$283K +$49.1K +440 +23%
BPFA
786
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
IFU
787
iSAM Funds (UK)
United Kingdom
$280K -$582K -5,209 -69%
CG
788
Caprock Group
Idaho
$277K +$2.01K +18 +0.8%
IW
789
Imprint Wealth
South Carolina
$275K +$2.9K +26 +1%
FMLI
790
Fukoku Mutual Life Insurance
Japan
$275K – – –
CAM
791
Columbia Asset Management
Michigan
$274K – – –
BEI
792
Benjamin Edwards Inc
Missouri
$272K +$4.8K +43 +2%
WCF
793
West Coast Financial
California
$272K +$249K +2,230 New
SW
794
SVB Wealth
Massachusetts
$271K -$72.9K -653 -23%
AIA
795
Affinity Investment Advisors
California
$265K – – –
RGC
796
Roberts, Glore & Co
Illinois
$264K – – –
AIC
797
Archer Investment Corporation
Indiana
$263K +$241K +2,157 New
SN
798
Sittner & Nelson
Oregon
$262K +$11.2K +100 +5%
SAM
799
Strategy Asset Managers
California
$261K +$239K +2,143 New
WDA
800
Wendell David Associates
New Hampshire
$261K -$83.8K -750 -26%
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