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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
801
B. Riley Wealth Advisors
Florida
$285K +$31.5K +272 +12%
CAM
802
Cypress Asset Management
Texas
$284K – – –
TWA
803
TCI Wealth Advisors
Arizona
$284K -$37.9K -327 -12%
TPW
804
TL Private Wealth
Texas
$283K – – –
CAM
805
Cidel Asset Management
Ontario, Canada
$283K – – –
MAS
806
Meeder Advisory Services
Ohio
$283K -$51.1K -441 -15%
LC
807
LCNB Corp
Ohio
$282K +$34.7K +300 +14%
SWP
808
Sagespring Wealth Partners
Tennessee
$280K +$287K +2,478 New
BFA
809
Bill Few Associates
Pennsylvania
$279K +$19.1K +165 +7%
CIEC
810
Crédit Industriel et Commercial
France
$279K +$286K +2,469 New
BPW
811
Bingham Private Wealth
California
$279K +$285K +2,465 New
WAAG
812
Wealth Alliance Advisory Group
Kansas
$276K +$811 +7 +0.3%
MIM
813
MTM Investment Management
South Carolina
$276K -$10.3K -89 -4%
DWM
814
Dakota Wealth Management
Florida
$275K -$131K -1,134 -32%
PCM
815
Park Capital Management
Wisconsin
$275K +$281K +2,429 New
CCA
816
Checchi Capital Advisers
California
$274K +$27.9K +241 +11%
PPW
817
Presilium Private Wealth
Pennsylvania
$273K – – –
LC
818
Lincoln Capital
Nebraska
$272K – – –
AF
819
Arrow Financial
New York
$271K -$5.79K -50 -2%
FIA
820
FNY Investment Advisers
New York
$271K +$278K +2,400 New
SSWM
821
Sheets Smith Wealth Management
North Carolina
$270K -$6.95K -60 -2%
EC
822
EntryPoint Capital
New York
$270K -$253K -2,189 -48%
FFG
823
Fiduciary Financial Group
California
$269K +$287K +2,477 New
GHA
824
GW Henssler & Associates
Georgia
$266K – – –
DS
825
DRW Securities
Illinois
$265K +$271K +2,340 New
31 32
33
34 35