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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
801
Prosperity Consulting Group
Maryland
$230K +$1.71K +15 +0.7%
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
BAM
803
Belpointe Asset Management
Nevada
$227K +$78.7K +689 +52%
CWM
804
Cornerstone Wealth Management
Missouri
$226K +$229K +2,006 New
CH
805
Canton Hathaway
Rhode Island
$226K +$229K +2,000 New
BIA
806
Benchmark Investment Advisors
Illinois
$226K -$8.91K -78 -4%
BCM
807
Boltwood Capital Management
California
$224K +$5.71K +50 +3%
LAM
808
L2 Asset Management
Massachusetts
$224K +$226K +1,980 New
PG
809
Prostatis Group
Maryland
$223K -$686 -6 -0.3%
SAM
810
Strategy Asset Managers
California
$221K -$5.14K -45 -2%
FCFC
811
First Commonwealth Financial Corp
Pennsylvania
$221K – – –
PI
812
PGGM Investments
Netherlands
$219K +$221K +1,937 New
JIC
813
Joel Isaacson & Co
New York
$219K +$8.69K +76 +4%
IIA
814
ICW Investment Advisors
Arizona
$218K +$220K +1,927 New
FNBT
815
FineMark National Bank & Trust
Florida
$217K -$343 -3 -0.2%
LIP
816
Lighthouse Investment Partners
Florida
$215K +$218K +1,908 New
CF
817
Copperwynd Financial
Arizona
$215K +$218K +1,907 New
KFS
818
Kurt F. Somerville
$215K -$11.4K -100 -5%
BWM
819
Blossom Wealth Management
California
$213K +$216K +1,891 New
TCA
820
Transcend Capital Advisors
New Jersey
$212K +$215K +1,878 New
JCM
821
Jacobi Capital Management
Pennsylvania
$211K +$3.88K +34 +2%
MA
822
MCF Advisors
Kentucky
$211K +$2.74K +24 +1%
EFS
823
Essex Financial Services
Connecticut
$211K -$1.14K -10 -0.5%
NFG
824
Nations Financial Group
Iowa
$211K +$213K +1,868 New
WC
825
Weil Company
California
$209K +$212K +1,854 New
31 32
33
34 35