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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
626
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$656K +$454K +2,770 +61%
QT
627
Quantbot Technologies
New York
$655K +$627K +3,821 New
SFSG
628
Sound Financial Strategies Group
Mississippi
$642K -$131K -798 -18%
MWM
629
Minot Wealth Management
Massachusetts
$641K +$613K +3,735 New
MWM
630
Mission Wealth Management
California
$637K +$93.5K +570 +18%
EW
631
Evoke Wealth
California
$633K – – –
QI
632
QS Investors
New York
$621K +$21.5K +131 +4%
PA
633
Profund Advisors
Maryland
$620K +$68.7K +419 +13%
BCM
634
Boltwood Capital Management
California
$618K – – –
MYLI
635
Meiji Yasuda Life Insurance
Japan
$608K -$115K -700 -17%
SGI
636
Summit Global Investments
Utah
$600K +$574K +3,498 New
BCM
637
Brookstone Capital Management
Illinois
$598K +$189K +1,152 +49%
GLA
638
Good Life Advisors
Pennsylvania
$597K +$166K +1,011 +41%
PTC
639
Private Trust Company
Ohio
$596K +$23.6K +144 +4%
EMG
640
ETF Managers Group
New Jersey
$588K +$90.5K +552 +19%
MC
641
Middleton & Co
Massachusetts
$587K -$98.4K -600 -15%
CICI
642
Capital Investment Counsel Inc
North Carolina
$584K +$264K +1,610 +90%
WSFS
643
Wilmington Savings Fund Society
Delaware
$579K +$15.3K +93 +3%
GWM
644
Geneos Wealth Management
Colorado
$578K – – –
LIM
645
Longfellow Investment Management
Massachusetts
$577K -$81.3K -496 -13%
CCP
646
Corient Capital Partners
California
$576K +$48.1K +293 +10%
HH
647
Hilltop Holdings
Texas
$575K +$13.9K +85 +3%
DLHL
648
Donald L. Hagan LLC
Florida
$569K -$27.9K -170 -5%
SWP
649
Stratos Wealth Partners
Ohio
$569K +$136K +830 +33%
SIM
650
Stratos Investment Management
Ohio
$568K -$234K -1,426 -30%
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