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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
926
HHM Wealth Advisors
Tennessee
$50K – – –
COCM
927
Charter Oak Capital Management
New Hampshire
$45K +$164 +1 +0.4%
MPWT
928
MassMutual Private Wealth & Trust
Connecticut
$45K +$5.74K +35 +16%
PO
929
Private Ocean
California
$44K – – –
HI
930
Human Investing
Oregon
$42K -$55.1K -336 -58%
NSIM
931
North Star Investment Management
Illinois
$41K – – –
CWP
932
Concord Wealth Partners
Virginia
$41K +$38.7K +236 +4,720%
TFS
933
TrustCore Financial Services
Tennessee
$40K -$16.4K -100 -30%
PP
934
Peconic Partners
New York
$39K – – –
CB
935
CNB Bank
Pennsylvania
$38K – – –
SCA
936
Stonebridge Capital Advisors
Minnesota
$38K +$36.6K +223 New
BWL
937
Bogart Wealth LLC
Virginia
$37K +$25.6K +156 +260%
FCA
938
FinTrust Capital Advisors
South Carolina
$36K – – –
GWS
939
Glassman Wealth Services
Virginia
$36K +$3.77K +23 +12%
TFO
940
Tarbox Family Office
California
$35K – – –
ATC
941
Adirondack Trust Company
New York
$34K – – –
KPCM
942
Kings Point Capital Management
New York
$34K – – –
MMG
943
Monetary Management Group
Missouri
$34K – – –
PP
944
PrairieView Partners
Minnesota
$34K – – –
MA
945
Montag & Associates
Georgia
$28K – – –
CFO
946
CVA Family Office
Colorado
$27K +$25.4K +155 New
FPFS
947
First Personal Financial Services
North Carolina
$26K – – –
LWM
948
Liberty Wealth Management
California
$26K – – –
CDIA
949
Capital Directions Investment Advisors
Georgia
$26K +$24.6K +150 New
PCG
950
Private Capital Group
Connecticut
$25K -$73.5K -448 -75%
36 37
38
39 40