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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
501
Sheets Smith Wealth Management
North Carolina
$599K -$1.04K -9 -0.2%
CCG
502
Cypress Capital Group
Florida
$593K – – –
JA
503
JLB & Associates
Michigan
$591K +$129K +1,111 +26%
HAG
504
HighPoint Advisor Group
Illinois
$589K -$935K -8,073 -58%
WT
505
Whittier Trust
California
$584K – – –
MC
506
Middleton & Co
Massachusetts
$583K -$37K -320 -6%
CI
507
Capital International
California
$576K – – –
ZCA
508
Zeke Capital Advisors
Pennsylvania
$573K – – –
CI
509
Conning Inc
Connecticut
$570K -$45.6K -394 -7%
MA
510
Mutual Advisors
Nebraska
$568K +$116 +1 +0%
WC
511
Woodstock Corp
Massachusetts
$567K -$11.6K -100 -2%
QI
512
QS Investors
New York
$567K +$92.9K +802 +18%
AA
513
ALPS Advisors
Colorado
$563K -$2.04M -17,661 -77%
SC
514
SouthState Corp
Florida
$562K -$52.7K -455 -8%
APA
515
American Portfolios Advisors
New York
$556K +$588K +5,081 +50,810%
CAM
516
Cypress Asset Management
Texas
$549K -$11.6K -100 -2%
KIA
517
KCM Investment Advisors
California
$549K +$146K +1,264 +34%
OC
518
Oppenheimer & Co
New York
$544K -$678K -5,852 -54%
GLA
519
Good Life Advisors
Pennsylvania
$538K -$2.2K -19 -0.4%
LFAS
520
Level Four Advisory Services
Texas
$538K +$7.64K +66 +1%
GT
521
Greenleaf Trust
Michigan
$534K +$114K +982 +25%
CIA
522
Choate Investment Advisors
Massachusetts
$528K +$179K +1,545 +47%
LC
523
LCNB Corp
Ohio
$524K -$4.05K -35 -0.7%
DC
524
Davenport & Co
Virginia
$521K -$299K -2,582 -35%
RIL
525
Rothschild Investment LLC
Illinois
$521K +$116 +1 +0%
19 20
21
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