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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
951
Kozak & Associates
Colorado
$95K – – –
MCM
952
MV Capital Management
Maryland
$93K +$75.5K +489 +385%
WBC
953
West Branch Capital
Massachusetts
$92K – – –
CYG
954
Clean Yield Group
Vermont
$90K – – –
NIM
955
NuWave Investment Management
New Jersey
$87K +$76.4K +495 +635%
PFBT
956
Parkside Financial Bank & Trust
Missouri
$85K +$12.4K +80 +17%
SN
957
Sittner & Nelson
Oregon
$82K +$77.2K +500 +1,163%
AWM
958
Avior Wealth Management
Nebraska
$78K +$80.3K +520 New
MME
959
Meag Munich Ergo
Germany
$77K -$290K -1,878 -79%
CT
960
Clearstead Trust
Maine
$77K -$11.3K -73 -13%
ST
961
Smithfield Trust
Pennsylvania
$77K +$3.24K +21 +4%
FA
962
Fortis Advisors
Pennsylvania
$76K – – –
SC
963
Sawyer & Company
Massachusetts
$76K +$77.2K +500 New
PA
964
PSI Advisors
Florida
$75K -$4.63K -30 -6%
WB
965
Webster Bank
Connecticut
$72K – – –
KFA
966
Krane Funds Advisors
New York
$70K -$212K -1,371 -75%
AF
967
Advisornet Financial
Minnesota
$70K +$57.9K +375 +412%
BBHC
968
Brown Brothers Harriman & Co
New York
$69K -$174K -1,125 -71%
FA
969
Financial Advantage
Maryland
$68K – – –
CWP
970
Concord Wealth Partners
Virginia
$68K +$19K +123 +38%
PCG
971
Private Capital Group
Connecticut
$68K +$51.1K +331 +283%
HWA
972
Heritage Wealth Advisors
Virginia
$66K -$1.18M -7,672 -95%
CWC
973
Carolinas Wealth Consulting
North Carolina
$62K – – –
TWC
974
TD Waterhouse Canada
Ontario, Canada
$60.5K -$1.56M -10,127 -97%
SSG
975
Summit Securities Group
New York
$60K -$190K -1,230 -76%
37 38
39
40 41