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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1026
Core Alternative Capital
Georgia
$2.56K -$7.82K -70 -77%
CJ
1027
Caitlin John
Michigan
$2.56K -$112 -1 -5%
DPW
1028
DiNuzzo Private Wealth
Pennsylvania
$2.44K +$112 +1 +5%
DF
1029
Dunhill Financial
United Kingdom
$2.25K +$223 +2 +13%
APW
1030
Acima Private Wealth
Virginia
$2.07K – – –
NCM
1031
Northwest Capital Management
Oregon
$2.07K – – –
PCM
1032
Penserra Capital Management
California
$2K -$114K -1,017 -98%
CMP
1033
Coston McIsaac & Partners
Maine
$2K – – –
AW
1034
Avion Wealth
Texas
$2K +$558 +5 +50%
FMP
1035
Financial Management Professionals
Texas
$2K +$558 +5 +45%
CSB
1036
City State Bank
Iowa
$2K +$1.79K +16 New
AAP
1037
Arax Advisory Partners
Colorado
$1.95K – – –
DFA
1038
DHJJ Financial Advisors
Illinois
$1.58K – – –
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58K +$1.45K +13 New
RFG
1040
RFP Financial Group
Georgia
$1.58K +$1.45K +13 New
APC
1041
Aspire Private Capital
North Carolina
$1.46K – – –
LSA
1042
Leonteq Securities AG
Switzerland
$1.34K -$5.36K -48 -81%
SWM
1043
Sanctuary Wealth Management
Idaho
$1.34K – – –
WWP
1044
WR Wealth Planners
Missouri
$1.34K +$1.23K +11 New
VWA
1045
Valued Wealth Advisors
Utah
$1.22K -$2.68K -24 -71%
GJIA
1046
Glass Jacobson Investment Advisors
Maryland
$1.22K – – –
WPA
1047
West Paces Advisors
Georgia
$1.1K – – –
TFA
1048
Transamerica Financial Advisors
Florida
$1K – – –
FRA
1049
Frank Rimerman Advisors
California
$975 +$893 +8 New
FGAM
1050
Financial Gravity Asset Management
Texas
$776 +$670 +6 New
40 41
42
43 44