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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
676
JOYN Advisors
Georgia
$219K -$26.3K -236 -10%
AHB
677
Abner Herrman & Brock
New Jersey
$219K – – –
BBHC
678
Brown Brothers Harriman & Co
New York
$218K -$11.1K -100 -5%
CFA
679
Carroll Financial Associates
North Carolina
$218K – – –
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$217K +$29.9K +268 +15%
CCA
681
Catalyst Capital Advisors
New York
$216K -$145K -1,300 -39%
IAA
682
Independent Advisor Alliance
North Carolina
$216K -$39.9K -358 -15%
CBA
683
Coastal Bridge Advisors
Connecticut
$216K – – –
MWP
684
MYCIO Wealth Partners
Pennsylvania
$216K – – –
BTNA
685
Bremer Trust National Association
Minnesota
$215K -$24.6K -221 -10%
EFS
686
Essex Financial Services
Connecticut
$214K -$1.23K -11 -0.6%
BFO
687
Boston Family Office
Massachusetts
$214K – – –
ZAM
688
Zevin Asset Management
Massachusetts
$213K – – –
WAM
689
Wealthspire Advisors (Maryland)
Maryland
$212K -$15.4K -138 -7%
BEAM
690
Baker Ellis Asset Management
Washington
$212K – – –
SCM
691
Shelton Capital Management
Colorado
$212K – – –
SYBT
692
Stock Yards Bank & Trust
Kentucky
$211K – – –
PHS
693
Pekin Hardy Strauss
Illinois
$209K – – –
AWM
694
AE Wealth Management
Kansas
$209K +$216K +1,937 New
SPC
695
Sigma Planning Corp
Michigan
$207K -$860K -7,723 -80%
FWM
696
Frontier Wealth Management
Missouri
$206K +$213K +1,910 New
GFPC
697
Global Financial Private Capital
Florida
$203K +$209K +1,880 New
GKWIM
698
Gerber Kawasaki Wealth & Investment Management
California
$203K +$210K +1,885 New
TG
699
TLP Group
Illinois
$201K +$181K +1,629 +708%
B
700
Bailard
California
$200K +$207K +1,854 New
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