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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
976
Heritage Wealth Advisors
Virginia
$64K +$19.3K +189 +51%
CSPIA
977
Cary Street Partners Investment Advisory
Virginia
$63.6K +$18.8K +184 +49%
CA
978
CoreCap Advisors
Michigan
$62.9K +$33.2K +325 +143%
JWA
979
JFS Wealth Advisors
Pennsylvania
$61.2K -$511 -5 -0.9%
CH
980
Cromwell Holdings
Wyoming
$60.8K +$24.4K +239 +81%
BWL
981
Bogart Wealth LLC
Virginia
$60.1K +$4.09K +40 +8%
PFBT
982
Parkside Financial Bank & Trust
Missouri
$59.3K +$16.5K +161 +45%
Q1WB
983
Quest 10 Wealth Builders
Virginia
$58.1K -$6.96K -68 -12%
AF
984
Advisornet Financial
Minnesota
$55K +$2.25K +22 +5%
S
985
Sachetta
Massachusetts
$54.4K +$4.4K +43 +10%
BWM
986
Bullock Wealth Management
Indiana
$52.1K +$2.25K +22 +5%
GKIM
987
GW&K Investment Management
Massachusetts
$52K -$1.13K -11 -2%
SWIM
988
Smallwood Wealth Investment Management
New Jersey
$48.4K – – –
QC
989
Quent Capital
New York
$47.7K +$3.58K +35 +9%
EWM
990
Evermay Wealth Management
Virginia
$47.2K – – –
MCM
991
MV Capital Management
Maryland
$47K +$37.7K +369 +839%
APFP
992
Action Point Financial Planning
Michigan
$45.8K +$41.7K +408 New
SCM
993
Silvant Capital Management
Georgia
$43.3K – – –
SRCM
994
Signature Resources Capital Management
California
$41.6K – – –
CT
995
Clearstead Trust
Maine
$41.2K -$14.2K -139 -28%
CYG
996
Clean Yield Group
Vermont
$39.9K – – –
BSB
997
Bangor Savings Bank
Maine
$39.8K – – –
SMBT
998
Southern Michigan Bank & Trust
Michigan
$39.8K – – –
PCTC
999
Perkins Coie Trust Company
Washington
$39.2K – – –
TPCW
1000
TD Private Client Wealth
New York
$39.1K +$920 +9 +3%
38 39
40
41 42