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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
826
Essex Financial Services
Connecticut
$214K +$1.78K +14 +0.7%
LSPW
827
Lake Street Private Wealth
Illinois
$211K -$4.96K -39 -2%
ABLA
828
Alan B. Lancz & Associates
Ohio
$210K – – –
SOS
829
Silver Oak Securities
Tennessee
$210K +$1.27K +10 +0.6%
SICM
830
Sustainable Insight Capital Management
New York
$209K – – –
BWP
831
BSW Wealth Partners
Colorado
$208K -$254 -2 -0.1%
CA
832
Cetera Advisors
Colorado
$207K +$39.4K +310 +20%
NFG
833
Nations Financial Group
Iowa
$206K +$13.9K +109 +6%
AWS
834
Atria Wealth Solutions
New York
$205K -$249K -1,960 -52%
MA
835
MUFG Americas
New York
$205K -$13.6K -107 -6%
PAM
836
Paradigm Asset Management
New York
$204K – – –
WC
837
Weil Company
California
$204K +$59.4K +467 +35%
MWA
838
Meridian Wealth Advisors
Texas
$204K +$229K +1,800 New
SHFA
839
SC&H Financial Advisors
Maryland
$202K – – –
DSC
840
Duncker Streett & Co
Missouri
$194K -$50.8K -400 -19%
BONH
841
Bank of New Hampshire
New Hampshire
$194K -$3.18K -25 -1%
EIP
842
Ellis Investment Partners
Pennsylvania
$192K +$127 +1 +0.1%
JWM
843
Janiczek Wealth Management
Colorado
$192K +$35.1K +276 +22%
SIM
844
Studio Investment Management
Illinois
$174K +$194K +1,530 New
HS
845
Horan Securities
United States
$171K +$189K +1,486 New
FBT
846
First Bank & Trust
South Dakota
$164K -$6.48K -51 -3%
SIM
847
Sentry Investment Management
Wisconsin
$162K -$35.2K -277 -16%
LS
848
Livforsakringsbolaget Skandia
Sweden
$159K -$38.1K -300 -18%
EWM
849
Evermay Wealth Management
Virginia
$151K – – –
CSPIA
850
Cary Street Partners Investment Advisory
Virginia
$150K +$168K +1,319 New
32 33
34
35 36