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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
801
Insight Folios
North Carolina
$299K +$51.3K +332 +20%
MCC
802
Money Concepts Capital
Florida
$299K +$113K +731 +59%
RC
803
Rovin Capital
Arizona
$299K +$305K +1,978 New
XT
804
XTX Topco
Cayman Islands
$298K -$236K -1,531 -44%
PWA
805
Phoenix Wealth Advisors
North Carolina
$296K +$30K +194 +11%
PSUF
806
People's United Financial
Connecticut
$295K -$53.3K -345 -15%
FCFC
807
First Commonwealth Financial Corp
Pennsylvania
$295K – – –
FNBT
808
FineMark National Bank & Trust
Florida
$294K -$5.87K -38 -2%
PCG
809
Prosperity Consulting Group
Maryland
$293K +$1.24K +8 +0.4%
FMAEN1
810
Fund Management at Engine No 1
California
$293K +$300K +1,941 New
BCM
811
Boltwood Capital Management
California
$292K – – –
S
812
Seeyond
France
$289K -$8.96K -58 -3%
MA
813
MUFG Americas
New York
$289K +$10.8K +70 +4%
LSPW
814
Lake Street Private Wealth
Illinois
$286K -$1.54K -10 -0.5%
FB
815
Fulton Bank
Pennsylvania
$285K -$26.9K -174 -8%
IWC
816
Integrated Wealth Concepts
Massachusetts
$284K -$463 -3 -0.2%
TSWM
817
Triangle Securities Wealth Management
North Carolina
$284K +$12K +78 +4%
PHS
818
Pekin Hardy Strauss
Illinois
$283K – – –
RPCONE
819
Retirement Planning Company of New England
Rhode Island
$283K +$281K +1,821 +3,436%
MP
820
McDonald Partners
Ohio
$283K +$289K +1,874 New
EFS
821
Essex Financial Services
Connecticut
$282K -$92.8K -601 -24%
BFPW
822
BOK Financial Private Wealth
Colorado
$279K +$285K +1,847 New
BWP
823
BSW Wealth Partners
Colorado
$277K +$8.96K +58 +3%
EM
824
Excalibur Management
Massachusetts
$275K +$280K +1,816 New
SIA
825
Soltis Investment Advisors
Utah
$274K +$2.63K +17 +0.9%
31 32
33
34 35