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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
651
Baker Ellis Asset Management
Washington
$181K – – –
SF
652
Synovus Financial
Georgia
$175K – – –
S
653
SignatureFD
Georgia
$175K +$40.3K +415 +28%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$170K +$9.13K +94 +5%
ZB
655
Zions Bancorporation
Utah
$165K -$85.1K -877 -33%
CFA
656
Carroll Financial Associates
North Carolina
$162K +$4.85K +50 +3%
HI
657
Human Investing
Oregon
$160K +$169K +1,738 New
WCM
658
Whitener Capital Management
North Carolina
$157K -$29K -299 -15%
BTNA
659
Bremer Trust National Association
Minnesota
$150K +$157K +1,622 New
RP
660
Rowlandmiller & Partners
Georgia
$150K – – –
VFA
661
Valeo Financial Advisors
Indiana
$148K +$45.1K +465 +41%
QCG
662
Quadrant Capital Group
Ohio
$140K -$37.4K -385 -20%
FA
663
Fortis Advisors
Pennsylvania
$125K – – –
SEIA
664
Signature Estate & Investment Advisors
California
$120K – – –
MIFH
665
Migdal Insurance & Financial Holdings
Israel
$116K -$428K -4,409 -78%
EMG
666
ETF Managers Group
New Jersey
$114K +$19.9K +205 +20%
PFO
667
Pathstone Family Office
New Jersey
$113K +$119K +1,221 New
CAM
668
Close Asset Management
United Kingdom
$106K -$1.54M -15,838 -79%
ARMT
669
Amica Retiree Medical Trust
Rhode Island
$106K – – –
JA
670
JOYN Advisors
Georgia
$103K -$7.38K -76 -6%
SMFS
671
Squar Milner Financial Services
California
$96K – – –
MFW
672
Mosaic Family Wealth
Missouri
$92K +$2.14K +22 +2%
EWM
673
Executive Wealth Management
Michigan
$90K +$93.9K +967 New
BL
674
Balentine LLC
Georgia
$90K +$94.4K +972 New
PCM
675
Penserra Capital Management
California
$87K +$91.6K +944 New
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