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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1001
Independence Bank of Kentucky
Kentucky
$7.7K -$36.8K -350 -82%
MWA
1002
Medallion Wealth Advisors
Connecticut
$6.88K -$1.37K -13 -16%
BI
1003
Binnacle Investments
Iowa
$6.67K +$5.15K +49 +306%
BIA
1004
Bell Investment Advisors
California
$6.36K -$7.25K -69 -53%
GBT
1005
Grove Bank & Trust
Florida
$6.16K – – –
FFO
1006
Fortitude Family Office
Arizona
$5.95K – – –
LWMI
1007
Legacy Wealth Management (Idaho)
Idaho
$5.65K – – –
WOC
1008
West Oak Capital
California
$5.59K -$32.1K -305 -5%
JFA
1009
JNBA Financial Advisors
Minnesota
$5.34K – – –
MWPCG
1010
Measured Wealth Private Client Group
New Hampshire
$5.34K +$5.46K +52 New
CFG
1011
Clayton Financial Group
Missouri
$5.2K +$5.36K +51 New
VWA
1012
VSM Wealth Advisory
Maryland
$5.2K +$105 +1 +2%
TCM
1013
TD Capital Management
Tennessee
$5.03K – – –
HHMI
1014
Howard Hughes Medical Institute
Maryland
$4.93K – – –
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$4.93K – – –
IWM
1016
IMG Wealth Management
Florida
$4.62K +$2.42K +23 +105%
TSMHT
1017
Thurston Springer Miller Herd & Titak
Indiana
$4.51K -$1.73M -16,459 -100%
JWM
1018
JPL Wealth Management
Colorado
$4.41K +$4.52K +43 New
UCB
1019
United Community Bank
South Carolina
$4.31K +$4.41K +42 New
M
1020
MOTCO
Texas
$4.11K – – –
AS
1021
Altshuler Shaham
Israel
$4.11K +$4.2K +40 New
AA
1022
Ancora Advisors
Ohio
$4K – – –
AW
1023
Avion Wealth
Texas
$4K – – –
T
1024
TOBAM
France
$4K – – –
RWM
1025
Rialto Wealth Management
New York
$3.9K +$210 +2 +6%
39 40
41
42 43