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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
801
TL Private Wealth
Texas
$300K – – –
CCP
802
Cushing Capital Partners
Wisconsin
$300K -$21K -205 -7%
HFS
803
Hopwood Financial Services
Virginia
$299K -$14.8K -145 -5%
SA
804
SRH Advisors
Kansas
$298K – – –
CCA
805
Checchi Capital Advisers
California
$298K +$20.8K +203 +8%
CIA
806
Capital Investment Advisors
Georgia
$296K +$267K +2,608 New
CA
807
Cullinan Associates
Kentucky
$296K – – –
MG
808
Mather Group
Illinois
$294K +$31.4K +307 +13%
JF
809
Joule Financial
Kentucky
$293K -$3.48K -34 -1%
AWM
810
Accel Wealth Management
Iowa
$292K -$14K -137 -5%
SS
811
SBI Securities
Japan
$292K +$53.8K +526 +26%
PCIA
812
Prime Capital Investment Advisors
Kansas
$291K +$262K +2,561 New
TCM
813
Traub Capital Management
Massachusetts
$290K -$24.5K -240 -9%
SAM
814
Smartleaf Asset Management
Massachusetts
$289K – – –
JSSH
815
J. Safra Sarasin Holding
$288K +$259K +2,533 New
OP
816
Oslo Pensjonsforsikring
$288K – – –
AW
817
Alchemi Wealth
Connecticut
$286K -$22K -215 -8%
APA
818
Astoria Portfolio Advisors
New York
$285K +$50.3K +492 +24%
SW
819
SteelPeak Wealth
California
$284K -$820K -8,015 -76%
RG
820
Rathbones Group
United Kingdom
$284K – – –
IFU
821
iSAM Funds (UK)
United Kingdom
$284K +$256K +2,500 New
AAS
822
Ameritas Advisory Services
Nebraska
$283K -$378K -3,699 -60%
UAG
823
United Advisor Group
Ohio
$282K +$10.4K +102 +4%
TAM
824
Trust Asset Management
Texas
$281K – – –
SIA
825
Soltis Investment Advisors
Utah
$278K +$10K +98 +4%
31 32
33
34 35