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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
901
CVA Family Office
Colorado
$69.5K -$10.6K -100 -12%
DIP
902
DT Investment Partners
Pennsylvania
$68.3K – – –
ME
903
McIlrath & Eck
Washington
$67.2K -$3.06K -29 -4%
EA
904
Evolution Advisers
Virginia
$66K – – –
LFG
905
Larson Financial Group
Missouri
$65.9K +$29.9K +283 +65%
RBC
906
Roble Belko & Company
Pennsylvania
$61K – – –
CT
907
Clearstead Trust
Maine
$60.6K +$16.1K +152 +30%
CG
908
Curat Global
New Hampshire
$60.4K +$69.5K +658 New
BIG
909
Brooklyn Investment Group
New York
$60.4K +$17K +161 +32%
WPWM
910
Western Pacific Wealth Management
Illinois
$58.3K – – –
CI
911
CX Institutional
Indiana
$57K +$65.5K +620 New
FHA
912
First Horizon Advisors
Tennessee
$56.7K +$10.4K +98 +19%
SNB
913
Security National Bank
Nebraska
$55.1K – – –
VFM
914
Viking Fund Management
North Dakota
$55.1K – – –
KFP
915
Keener Financial Planning
Texas
$55K – – –
CW
916
Curio Wealth
Maryland
$54.7K -$24.6K -233 -99%
OIAM
917
OFI Invest Asset Management
France
$53.6K +$66.6K +630 New
ITIM
918
Indiana Trust & Investment Management
Indiana
$52.1K – – –
SIM
919
Sentry Investment Management
Wisconsin
$52K -$20.1K -190 -23%
CYG
920
Clean Yield Group
Vermont
$50.6K – – –
NSIM
921
North Star Investment Management
Illinois
$50.3K – – –
PFBT
922
Parkside Financial Bank & Trust
Missouri
$48.1K -$634 -6 -1%
SC
923
Sawyer & Company
Massachusetts
$46K – – –
WF
924
Wayfinding Financial
Washington
$43K +$49.9K +472 New
JWA
925
JFS Wealth Advisors
Pennsylvania
$43K -$2.96K -28 -6%
35 36
37
38 39