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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
901
Grey Fox Wealth Advisors
Delaware
$64.7K +$66.2K +630 New
CH
902
Cromwell Holdings
Wyoming
$63.7K +$20.1K +191 +44%
SNB
903
Security National Bank
Nebraska
$61.6K – – –
FHC
904
First Horizon Corporation
Tennessee
$61.6K +$63.1K +600 New
QL
905
Quarry LP
New York
$61.4K +$62.8K +598 New
OL
906
OneFund LLC
Florida
$61.1K +$2K +19 +3%
KFP
907
Keener Financial Planning
Texas
$61K – – –
NSIM
908
North Star Investment Management
Illinois
$56.1K – – –
CWA
909
Carolina Wealth Advisors
South Carolina
$54.4K +$55.7K +530 New
HWA
910
Heartwood Wealth Advisors
Virginia
$51.3K +$52.5K +500 New
SIM
911
Sentry Investment Management
Wisconsin
$51K -$16.4K -156 -24%
SC
912
Sawyer & Company
Massachusetts
$48K +$42K +400 +400%
BWL
913
Bogart Wealth LLC
Virginia
$47.1K +$631 +6 +1%
AA
914
Addison Advisors
Vermont
$45.6K +$9.67K +92 +26%
OP
915
ORG Partners
Indiana
$44.6K +$1.26K +12 +3%
PMFA
916
Plante Moran Financial Advisors
Michigan
$43.7K – – –
SWIM
917
Smallwood Wealth Investment Management
New Jersey
$43.7K – – –
BWM
918
Bullock Wealth Management
Indiana
$43.1K +$420 +4 +0.9%
EWM
919
Evermay Wealth Management
Virginia
$42.6K – – –
SWM
920
Spire Wealth Management
Virginia
$39.3K -$31.8K -303 -44%
SCM
921
Silvant Capital Management
Georgia
$39.1K – – –
GKIM
922
GW&K Investment Management
Massachusetts
$39K +$736 +7 +2%
QC
923
Quent Capital
New York
$38.6K +$39.5K +376 New
SRCM
924
Signature Resources Capital Management
California
$37.6K – – –
CYG
925
Clean Yield Group
Vermont
$36K – – –
35 36
37
38 39