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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
926
Kohmann Bosshard Financial Services
Ohio
$63.8K +$64.3K +623 New
GWM
927
Geneos Wealth Management
Colorado
$62K -$65.7K -637 -51%
FHC
928
First Horizon Corporation
Tennessee
$61.4K – – –
SNB
929
Security National Bank
Nebraska
$61.4K – – –
CWA
930
Carolina Wealth Advisors
South Carolina
$59.2K +$4.95K +48 +9%
KFG
931
Kingdom Financial Group
Arizona
$57.2K +$57.6K +558 New
SAG
932
SageView Advisory Group
California
$56.9K +$57.4K +556 New
JWA
933
JFS Wealth Advisors
Pennsylvania
$56.5K -$95.9K -929 -63%
NSIM
934
North Star Investment Management
Illinois
$56K – – –
Q1WB
935
Quest 10 Wealth Builders
Virginia
$49.1K +$47.5K +460 +2,300%
BWL
936
Bogart Wealth LLC
Virginia
$49K +$2.06K +20 +4%
SIM
937
Sentry Investment Management
Wisconsin
$49K – – –
OP
938
ORG Partners
Indiana
$47.7K +$3.2K +31 +7%
AA
939
Addison Advisors
Vermont
$46.4K +$929 +9 +2%
S
940
Sachetta
Massachusetts
$44.6K -$78K -756 -63%
CH
941
Cromwell Holdings
Wyoming
$44K -$19.7K -191 -31%
PMFA
942
Plante Moran Financial Advisors
Michigan
$43.6K – – –
SWIM
943
Smallwood Wealth Investment Management
New Jersey
$43.6K – – –
QC
944
Quent Capital
New York
$43.5K +$5.06K +49 +13%
EWM
945
Evermay Wealth Management
Virginia
$42.5K – – –
BOTPPF
946
Board of the Pension Protection Fund
United Kingdom
$41K +$41.3K +400 New
CW
947
Curio Wealth
Maryland
$40.4K +$15.6K +151 +64%
SWM
948
Spire Wealth Management
Virginia
$39.7K +$516 +5 +1%
TWC
949
TD Waterhouse Canada
Ontario, Canada
$39.5K +$19.1K +185 +92%
SCM
950
Silvant Capital Management
Georgia
$39K – – –
36 37
38
39 40