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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
1001
Guinness Atkinson Asset Management
California
$7.12K – – –
FPF
1002
First Pacific Financial
Washington
$7.03K +$97 +1 +1%
PWA
1003
Physician Wealth Advisors
Utah
$6.94K +$872 +9 +13%
TGY2IT
1004
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$6.94K +$7.46K +77 New
CFG
1005
Clayton Financial Group
Missouri
$6.94K +$2.52K +26 +51%
PMFA
1006
Plante Moran Financial Advisors
Michigan
$6.76K -$34K -351 -82%
OCM
1007
Osbon Capital Management
Massachusetts
$6.76K – – –
AT
1008
Arlington Trust
Alabama
$6.67K +$7.17K +74 New
KCM
1009
Key Capital Management
Tennessee
$6.58K +$6.3K +65 +813%
GSWM
1010
Golden State Wealth Management
California
$6.4K -$21.3K -220 -76%
BIA
1011
Bell Investment Advisors
California
$6.22K +$1.07K +11 +19%
STB
1012
S&T Bank
Pennsylvania
$6.13K +$5.13K +53 +353%
OCWP
1013
Owl Creek Wealth Partners
Colorado
$5.86K +$6.3K +65 New
CSB
1014
City State Bank
Iowa
$5.86K +$388 +4 +7%
MAM
1015
Meeder Asset Management
Ohio
$5.68K -$1.84K -19 -23%
MWA
1016
Medallion Wealth Advisors
Connecticut
$5.68K – – –
T
1017
Transce3nd
Texas
$5.41K -$775 -8 -12%
GBT
1018
Grove Bank & Trust
Florida
$5.41K – – –
IWS
1019
Intentional Wealth Strategies
Colorado
$5.23K +$5.62K +58 New
CFM
1020
Cornerstone Financial Management
Massachusetts
$5.14K +$1.26K +13 +30%
RWM
1021
Rialto Wealth Management
New York
$5.14K +$1.84K +19 +50%
CMP
1022
Coston McIsaac & Partners
Maine
$5K +$5.23K +54 +600%
MSFP
1023
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
FFO
1024
Fortitude Family Office
Arizona
$4.78K +$581 +6 +13%
JFA
1025
JNBA Financial Advisors
Minnesota
$4.69K -$775 -8 -13%
39 40
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