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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SteelPeak Wealth
California
$284K -$820K -8,015 -76%
RG
827
Rathbones Group
United Kingdom
$284K – – –
IFU
828
iSAM Funds (UK)
United Kingdom
$284K +$256K +2,500 New
AAS
829
Ameritas Advisory Services
Nebraska
$283K -$378K -3,699 -60%
UAG
830
United Advisor Group
Ohio
$282K +$10.4K +102 +4%
TAM
831
Trust Asset Management
Texas
$281K – – –
SIA
832
Soltis Investment Advisors
Utah
$278K +$10K +98 +4%
TCA
833
Transcend Capital Advisors
New Jersey
$278K +$10.2K +100 +4%
SAM
834
Sagewood Asset Management
New York
$278K +$250K +2,441 New
TWA
835
TCI Wealth Advisors
Arizona
$276K +$1.13K +11 +0.5%
PPW
836
Presilium Private Wealth
Pennsylvania
$276K +$1.43K +14 +0.6%
MPIA
837
Mountain Pacific Investment Advisers
Idaho
$275K – – –
WMA
838
West Michigan Advisors
Michigan
$274K +$246K +2,409 New
LC
839
Lincoln Capital
Nebraska
$274K – – –
EWM
840
Empirical Wealth Management
Washington
$271K +$244K +2,385 New
SIA
841
Sit Investment Associates
Minnesota
$270K – – –
PC
842
PCB Capital
New Jersey
$268K +$5.32K +52 +2%
TCIIS
843
TIAA-CREF Individual & Institutional Services
New York
$267K -$6.65K -65 -3%
BPW
844
Bingham Private Wealth
California
$267K +$241K +2,352 New
QFA
845
Quantum Financial Advisors
California
$267K -$50.1K -490 -17%
RIA
846
Regal Investment Advisors
Michigan
$267K +$1.43K +14 +0.6%
GFA
847
Gallagher Fiduciary Advisors
Illinois
$267K -$307 -3 -0.1%
WA
848
Win Advisors
Florida
$266K +$239K +2,341 New
WPC
849
Wedmont Private Capital
Pennsylvania
$265K +$229K +2,236 New
LCM
850
Liberty Capital Management
Michigan
$265K +$238K +2,329 New
32 33
34
35 36