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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
801
Liberty Capital Management
Michigan
$251K – – –
PCA
802
Pallas Capital Advisors
Massachusetts
$250K -$14.4K -145 -6%
AWE
803
Avidian Wealth Enterprises
Texas
$249K +$199 +2 +0.1%
BWM
804
Blossom Wealth Management
California
$249K +$2.49K +25 +1%
DMBA
805
Deseret Mutual Benefit Administrators
Utah
$249K -$65.5K -658 -22%
BAM
806
Belpointe Asset Management
Nevada
$248K +$36.6K +367 +19%
CFG
807
Cooper Financial Group
California
$248K -$11.1K -111 -5%
BPFA
808
Barnes Pettey Financial Advisors
Mississippi
$248K – – –
IPW
809
Invictus Private Wealth
Colorado
$247K -$3.19K -32 -1%
CAM
810
Cidel Asset Management
Ontario, Canada
$244K +$226K +2,269 New
BIM
811
Bridges Investment Management
Nebraska
$244K -$177K -1,780 -44%
IW
812
Imprint Wealth
South Carolina
$244K +$29.4K +295 +15%
PE
813
Point72 Europe
United Kingdom
$243K +$225K +2,261 New
FMLI
814
Fukoku Mutual Life Insurance
Japan
$243K – – –
CG
815
Caprock Group
Idaho
$242K +$10.1K +101 +5%
PWA
816
Phoenix Wealth Advisors
North Carolina
$237K +$199 +2 +0.1%
VI
817
Versor Investments
New York
$237K -$607K -6,098 -73%
BEI
818
Benjamin Edwards Inc
Missouri
$236K -$398 -4 -0.2%
AT
819
Arden Trust
Delaware
$235K -$206K -2,065 -49%
AIA
820
Affinity Investment Advisors
California
$234K +$217K +2,174 New
RGC
821
Roberts, Glore & Co
Illinois
$233K -$86.5K -868 -29%
PI
822
PGGM Investments
Netherlands
$233K – – –
CC
823
Corton Capital
Ontario, Canada
$232K +$215K +2,156 New
RWM
824
Revisor Wealth Management
Ohio
$229K -$83K -833 -28%
TFS
825
Thoroughbred Financial Services
Tennessee
$229K -$257K -2,576 -55%
31 32
33
34 35