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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
676
Abner Herrman & Brock
New Jersey
$219K – – –
BBHC
677
Brown Brothers Harriman & Co
New York
$218K -$11.1K -100 -5%
CFA
678
Carroll Financial Associates
North Carolina
$218K – – –
OSAM
679
O'Shaughnessy Asset Management
Connecticut
$217K +$29.9K +268 +15%
CCA
680
Catalyst Capital Advisors
New York
$216K -$145K -1,300 -39%
IAA
681
Independent Advisor Alliance
North Carolina
$216K -$39.9K -358 -15%
CBA
682
Coastal Bridge Advisors
Connecticut
$216K – – –
MWP
683
MYCIO Wealth Partners
Pennsylvania
$216K – – –
BTNA
684
Bremer Trust National Association
Minnesota
$215K -$24.6K -221 -10%
EFS
685
Essex Financial Services
Connecticut
$214K -$1.23K -11 -0.6%
BFO
686
Boston Family Office
Massachusetts
$214K – – –
ZAM
687
Zevin Asset Management
Massachusetts
$213K – – –
WAM
688
Wealthspire Advisors (Maryland)
Maryland
$212K -$15.4K -138 -7%
BEAM
689
Baker Ellis Asset Management
Washington
$212K – – –
SCM
690
Shelton Capital Management
Colorado
$212K – – –
SYBT
691
Stock Yards Bank & Trust
Kentucky
$211K – – –
PHS
692
Pekin Hardy Strauss
Illinois
$209K – – –
AWM
693
AE Wealth Management
Kansas
$209K +$216K +1,937 New
SPC
694
Sigma Planning Corp
Michigan
$207K -$860K -7,723 -80%
FWM
695
Frontier Wealth Management
Missouri
$206K +$213K +1,910 New
GFPC
696
Global Financial Private Capital
Florida
$203K +$209K +1,880 New
GKWIM
697
Gerber Kawasaki Wealth & Investment Management
California
$203K +$210K +1,885 New
TG
698
TLP Group
Illinois
$201K +$181K +1,629 +708%
B
699
Bailard
California
$200K +$207K +1,854 New
SF
700
Synovus Financial
Georgia
$198K +$204K +1,832 New
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