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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
826
Paradigm Asset Management
New York
$168K -$23.9K -200 -11%
SIM
827
Sentry Investment Management
Wisconsin
$150K – – –
CT
828
Cambridge Trust
Massachusetts
$148K -$176K -1,479 -51%
KFI
829
Key Financial Inc
Pennsylvania
$144K +$137K +1,150 +513%
O
830
Ossiam
France
$142K +$161K +1,352 New
BAM
831
Belpointe Asset Management
Nevada
$142K +$163K +1,363 New
EWM
832
Evermay Wealth Management
Virginia
$139K – – –
MA
833
MCF Advisors
Kentucky
$138K +$20.3K +170 +15%
EI
834
Ellevest Inc
New York
$136K -$92.2K -773 -37%
SAM
835
S.A. Mason
Michigan
$134K – – –
C
836
Covestor
United Kingdom
$132K -$4.53K -38 -3%
APA
837
American Portfolios Advisors
New York
$128K +$16.1K +135 +12%
BTI
838
Blue Trust Inc
Georgia
$125K -$73.7K -618 -36%
AFS
839
Annapolis Financial Services
Maryland
$124K -$9.54K -80 -6%
AA
840
Ancora Advisors
Ohio
$124K +$1.55K +13 +1%
LC
841
Lindbrook Capital
California
$120K +$4.17K +35 +3%
VCM
842
Vigilant Capital Management
Maine
$116K – – –
GWS
843
Glassman Wealth Services
Virginia
$112K +$14.3K +120 +13%
CFGS
844
Concourse Financial Group Securities
Alabama
$102K +$4.53K +38 +4%
MPWT
845
MassMutual Private Wealth & Trust
Connecticut
$101K -$1.19K -10 -1%
CBT
846
Central Bank & Trust
Kentucky
$101K +$5.01K +42 +5%
IUHSA
847
Itau Unibanco Holding S.A.
Brazil
$91K +$104K +871 New
LWA
848
Lowe Wealth Advisors
Maryland
$90K – – –
TPCW
849
TD Private Client Wealth
New York
$88K -$477 -4 -0.5%
JWM
850
Janiczek Wealth Management
Colorado
$87K -$87K -729 -47%
32 33
34
35 36