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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1026
Core Alternative Capital
Georgia
$2.29K – – –
GBT
1027
Grove Bank & Trust
Florida
$2.29K +$2.31K +21 New
DF
1028
Dunhill Financial
United Kingdom
$2.1K – – –
VAMG
1029
Voisard Asset Management Group
Michigan
$2.07K +$2.09K +19 New
AW
1030
Avion Wealth
Texas
$2K -$1.32K -12 -38%
WWP
1031
WR Wealth Planners
Missouri
$1.96K +$220 +2 +13%
CIA
1032
Cape Investment Advisory
Georgia
$1.96K +$1.98K +18 New
APW
1033
Acima Private Wealth
Virginia
$1.85K – – –
NCM
1034
Northwest Capital Management
Oregon
$1.85K – – –
DFA
1035
DHJJ Financial Advisors
Illinois
$1.42K – – –
PFG
1036
Peterson Financial Group
Iowa
$1.41K +$1.43K +13 New
APC
1037
Aspire Private Capital
North Carolina
$1.31K – – –
GJIA
1038
Glass Jacobson Investment Advisors
Maryland
$1.09K – – –
PCM
1039
Penserra Capital Management
California
$1K – – –
TFA
1040
Transamerica Financial Advisors
Florida
$1K – – –
WPA
1041
West Paces Advisors
Georgia
$980 – – –
CA
1042
Claris Advisors
Missouri
$871 +$878 +8 New
CPG
1043
Cornerstone Planning Group
New Jersey
$674 +$329 +3 +100%
OC
1044
Oakworth Capital
Alabama
$545 +$549 +5 New
AF
1045
Advisornet Financial
Minnesota
$436 -$549 -5 -56%
TC
1046
Trust Company
Kansas
$436 – – –
WA
1047
WestEnd Advisors
North Carolina
$436 – – –
RWM
1048
Reston Wealth Management
Virginia
$436 +$439 +4 New
CWP
1049
Concord Wealth Partners
Virginia
$218 -$110 -1 -33%
WBC
1050
West Branch Capital
Massachusetts
$109 +$110 +1 New
40 41
42
43 44