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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
826
Clean Yield Group
Vermont
$31K +$4.9K +43 +21%
NSIM
827
North Star Investment Management
Illinois
$30K – – –
ATC
828
Adirondack Trust Company
New York
$28K – – –
CB
829
CNB Bank
Pennsylvania
$28K – – –
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$28K – – –
SBL
831
Sargent Bickham Lagudis
Colorado
$28K – – –
TFS
832
TrustCore Financial Services
Tennessee
$28K – – –
FCA
833
FinTrust Capital Advisors
South Carolina
$26K +$15.3K +134 +184%
PIMG
834
Patriot Investment Management Group
Tennessee
$25.4K +$23.4K +205 New
KPCM
835
Kings Point Capital Management
New York
$25K – – –
MA
836
MCF Advisors
Kentucky
$25K – – –
MMG
837
Monetary Management Group
Missouri
$25K – – –
PP
838
PrairieView Partners
Minnesota
$25K – – –
TFO
839
Tarbox Family Office
California
$25K +$18.8K +165 +423%
QCMC
840
Quantum Capital Management (California)
California
$23K -$3.42K -30 -14%
LWM
841
Liberty Wealth Management
California
$21K +$114 +1 +0.6%
PWMG
842
Prestige Wealth Management Group
New Jersey
$21K +$18.2K +160 +2,000%
BDWM
843
Brewin Dolphin Wealth Management
Ireland
$21K +$19.4K +170 New
AWM
844
Apollon Wealth Management
South Carolina
$20K +$18.1K +159 New
APC
845
Aspire Private Capital
North Carolina
$19K +$15.3K +134 +788%
FPFS
846
First Personal Financial Services
North Carolina
$19K +$17.1K +150 New
JFA
847
JNBA Financial Advisors
Minnesota
$18K – – –
GI
848
Gradient Investments
Minnesota
$18K +$16.8K +147 +7,350%
RDWM
849
Red Door Wealth Management
Tennessee
$17K – – –
SLF
850
Sun Life Financial
Ontario, Canada
$17K – – –
32 33
34
35 36