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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Claro Advisors
Massachusetts
$867K +$103K +942 +13%
WCBA
527
Weaver C. Barksdale & Associates
Tennessee
$867K -$33K -301 -4%
SAM
528
Stansberry Asset Management
Texas
$864K -$6.15K -56 -0.7%
WS
529
Wedbush Securities
California
$854K +$14.5K +132 +2%
PAM
530
Paradigm Asset Management
New York
$850K – – –
EF
531
Empirical Finance
Pennsylvania
$847K +$17.5K +159 +2%
DC
532
Davenport & Co
Virginia
$845K -$88.6K -807 -9%
CCMG
533
Clark Capital Management Group
Pennsylvania
$842K – – –
BBVA
534
Banco Bilbao Vizcaya Argentaria
Spain
$834K +$32.4K +295 +4%
DWP
535
Daymark Wealth Partners
Ohio
$831K -$28.3K -258 -3%
TFP
536
Tilia Fiduciary Partners
North Carolina
$827K -$90K -820 -10%
CPW
537
Cove Private Wealth
New York
$825K – – –
KIA
538
KCM Investment Advisors
California
$823K -$175K -1,594 -17%
VA
539
Vident Advisory
Georgia
$811K +$72.6K +661 +10%
SW
540
SlateStone Wealth
Florida
$810K – – –
IMCOOI
541
Investment Management Corp of Ontario (IMCO)
Canada
$804K +$263K +2,400 +48%
LFA
542
Legacy Financial Advisors
Kentucky
$801K -$28.7K -261 -3%
UB
543
UMB Bank
Missouri
$800K -$3.95K -36 -0.5%
QCM
544
QRG Capital Management
Illinois
$796K +$231K +2,105 +40%
ATPW
545
Ashton Thomas Private Wealth
Arizona
$794K -$35.4K -322 -4%
MWP
546
Moller Wealth Partners
$784K – – –
CM
547
Crestline Management
Texas
$772K +$778K +7,090 New
HIC
548
Hartline Investment Corp
Illinois
$770K – – –
NMIMC
549
Northwestern Mutual Investment Management Company
Wisconsin
$769K -$5.6K -51 -0.7%
NC
550
Napatree Capital
Rhode Island
$763K +$769K +7,000 New
20 21
22
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