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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
826
Perritt Capital Management
Illinois
$162K +$168K +1,483 New
BONH
827
Bank of New Hampshire
New Hampshire
$159K -$28.3K -250 -15%
FFA
828
Fairfield Financial Advisors
Massachusetts
$157K -$149K -1,314 -48%
CA
829
CoreCap Advisors
Michigan
$149K +$155K +1,369 New
O
830
Ossiam
France
$147K – – –
EWM
831
Evermay Wealth Management
Virginia
$145K – – –
KFI
832
Key Financial Inc
Pennsylvania
$144K – – –
CT
833
Cambridge Trust
Massachusetts
$144K -$9.5K -84 -6%
BAM
834
Belpointe Asset Management
Nevada
$144K -$5.09K -45 -3%
SAM
835
S.A. Mason
Michigan
$139K – – –
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$137K +$143K +1,260 New
CWP
837
Concord Wealth Partners
Virginia
$137K +$142K +1,253 New
CFGS
838
Concourse Financial Group Securities
Alabama
$132K +$26.1K +231 +24%
LC
839
Lindbrook Capital
California
$131K +$6.56K +58 +5%
C
840
Covestor
United Kingdom
$130K -$7.69K -68 -5%
AA
841
Ancora Advisors
Ohio
$130K +$1.47K +13 +1%
GBT
842
Grove Bank & Trust
Florida
$116K +$120K +1,060 New
CT
843
Colonial Trust
South Carolina
$109K +$113K +1,000 New
UOTTAIMCU
844
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$109K +$113K +1,000 New
GFWA
845
Grey Fox Wealth Advisors
Delaware
$109K +$113K +995 New
CBT
846
Central Bank & Trust
Kentucky
$108K +$2.94K +26 +3%
FFA
847
Farther Finance Advisors
California
$95.2K +$98.8K +873 New
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$95K -$11.1K -98 -10%
TPCW
849
TD Private Client Wealth
New York
$94.9K +$3.62K +32 +4%
LWA
850
Lowe Wealth Advisors
Maryland
$93.8K – – –
32 33
34
35 36