TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
776
Horizon Advisory Services
New York
$260K +$11K +104 +4%
DMBA
777
Deseret Mutual Benefit Administrators
Utah
$260K +$11.9K +113 +4%
TIM
778
Tortoise Investment Management
New York
$259K – – –
SOW
779
State of Wyoming
Wyoming
$259K -$59K -558 -17%
LC
780
LCNB Corp
Ohio
$259K +$33.8K +320 +13%
XT
781
XTX Topco
Cayman Islands
$258K +$297K +2,808 New
DWM
782
Darwin Wealth Management
Florida
$258K – – –
PCS
783
Personal CFO Solutions
New Jersey
$257K +$3.49K +33 +1%
SWP
784
Sagespring Wealth Partners
Tennessee
$255K +$31.8K +301 +12%
FNB
785
Farmers National Bank
Kentucky
$253K -$18.5K -175 -6%
HBW
786
Hazlett, Burt & Watson
West Virginia
$253K – – –
SIA
787
Summit Investment Advisors
Maryland
$252K – – –
PP
788
Prudential plc
United Kingdom
$252K -$575K -5,441 -66%
VFA
789
Valeo Financial Advisors
Indiana
$251K -$28K -265 -9%
HSA
790
HBK Sorce Advisory
Pennsylvania
$251K -$13.7K -130 -5%
MIM
791
MTM Investment Management
South Carolina
$250K +$28.6K +271 +11%
CT
792
Coastline Trust
Rhode Island
$250K -$21.1K -200 -7%
HCM
793
Hollencrest Capital Management
California
$248K – – –
HR
794
Hardy Reed
Mississippi
$248K – – –
APA
795
Astoria Portfolio Advisors
New York
$247K +$67.8K +642 +29%
TA
796
TFG Advisers
Michigan
$246K +$2.43K +23 +0.9%
MWM
797
Modern Wealth Management
Kansas
$240K -$27.2K -257 -9%
CA
798
Cullinan Associates
Kentucky
$239K – – –
SRIM
799
Saratoga Research & Investment Management
California
$238K -$15.6K -148 -5%
AAS
800
Ameritas Advisory Services
Nebraska
$237K -$3.8K -36 -2%
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