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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
551
Nexus Investment Management
Ontario, Canada
$807K – – –
KA
552
Kintegral Advisory
New York
$806K +$19.1K +150 +2%
SIA
553
Sit Investment Associates
Minnesota
$802K -$932K -7,335 -51%
CT
554
Caldwell Trust
Florida
$799K – – –
HWAM
555
Hennion & Walsh Asset Management
New Jersey
$793K -$20.2K -159 -2%
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$785K +$95.5K +751 +12%
AWM
557
Accel Wealth Management
Iowa
$770K -$9.53K -75 -1%
SIM
558
Stratos Investment Management
Ohio
$762K -$21.2K -167 -2%
IRC
559
Investors Research Corp
Georgia
$759K +$841K +6,615 +10,177%
CG
560
Colony Group
Massachusetts
$756K +$890 +7 +0.1%
SC
561
SouthState Corp
Florida
$748K -$12.3K -97 -1%
BPCA
562
Bank Pictet & Cie (Asia)
Singapore
$746K -$170K -1,341 -17%
VAS
563
Vestmark Advisory Solutions
Massachusetts
$735K +$326K +2,566 +66%
CFMC
564
Curbstone Financial Management Corp
New Hampshire
$731K +$12.7K +100 +2%
ACP
565
Ashfield Capital Partners
California
$727K – – –
MMA
566
Miracle Mile Advisors
California
$720K -$4.83K -38 -0.6%
WOC
567
West Oak Capital
California
$719K +$40.7K +320 +5%
VDI
568
Vaughan David Investments
Illinois
$713K -$356K -2,802 -31%
PT
569
Plimoth Trust
Massachusetts
$709K -$81.2K -639 -9%
TA
570
TCM Advisors
West Virginia
$704K – – –
AWM
571
Apollon Wealth Management
South Carolina
$697K +$75.9K +597 +11%
PIM
572
Penobscot Investment Management
Massachusetts
$696K – – –
CIC
573
Cornercap Investment Counsel
Georgia
$692K -$10.6K -83 -1%
NRS
574
Neville Rodie & Shaw
New York
$690K – – –
MWM
575
Mission Wealth Management
California
$689K +$157K +1,236 +26%
21 22
23
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