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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
526
National Planning Corporation
California
$505K +$231K +2,797 +101%
SLF
527
Sun Life Financial
Ontario, Canada
$505K +$315K +3,807 +216%
CCG
528
Cypress Capital Group
Florida
$499K – – –
LFAS
529
Level Four Advisory Services
Texas
$498K +$11.3K +137 +3%
EIC
530
Equity Investment Corp
Georgia
$498K +$36.8K +445 +9%
AP
531
Advisor Partners
California
$495K -$8.6K -104 -2%
HT
532
Heritage Trust
Oklahoma
$495K – – –
IA
533
IFP Advisors
Florida
$488K -$106K -1,287 -19%
BC
534
Burney Company
Virginia
$487K -$620K -7,495 -58%
MCIM
535
Meadow Creek Investment Management
Georgia
$487K -$61.9K -748 -12%
SSWM
536
Sheets Smith Wealth Management
North Carolina
$483K +$2.65K +32 +0.6%
UBV
537
United Bank (Virginia)
Virginia
$477K -$65.3K -789 -13%
WT
538
Whittier Trust
California
$477K -$33.8K -409 -7%
CAM
539
Cypress Asset Management
Texas
$474K – – –
VCAM
540
Van Cleef Asset Management
Ohio
$468K – – –
CT
541
Cambridge Trust
Massachusetts
$467K – – –
GP
542
Girard Partners
Pennsylvania
$466K -$171K -2,072 -29%
MIFH
543
Migdal Insurance & Financial Holdings
Israel
$461K -$69.9K -845 -14%
ZCA
544
Zeke Capital Advisors
Pennsylvania
$458K +$418K +5,055 New
IR
545
Invictus RG
Bermuda
$455K +$415K +5,015 New
RA
546
RFG Advisory
Alabama
$454K +$11.6K +140 +3%
CAM
547
Covenant Asset Management
New Jersey
$452K +$7.44K +90 +2%
LP
548
LMR Partners
United Kingdom
$449K +$410K +4,960 New
NB
549
Nicolet Bankshares
Wisconsin
$446K +$1.24K +15 +0.3%
PHS
550
Pekin Hardy Strauss
Illinois
$439K – – –
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