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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
676
JOYN Advisors
Georgia
$103K -$7.38K -76 -6%
SMFS
677
Squar Milner Financial Services
California
$96K – – –
MFW
678
Mosaic Family Wealth
Missouri
$92K +$2.14K +22 +2%
EWM
679
Executive Wealth Management
Michigan
$90K +$93.9K +967 New
BL
680
Balentine LLC
Georgia
$90K +$94.4K +972 New
PCM
681
Penserra Capital Management
California
$87K +$91.6K +944 New
LWA
682
Lowe Wealth Advisors
Maryland
$85K +$97 +1 +0.1%
OIA
683
OneDigital Investment Advisors
Kansas
$83K +$87K +896 New
IWA
684
Intercontinental Wealth Advisors
Texas
$83K +$87.2K +898 New
LC
685
Lindbrook Capital
California
$79K +$83.6K +861 New
CHC
686
City Holding Co
West Virginia
$76K -$11.2K -115 -12%
FA
687
Financial Advantage
Maryland
$75K +$79.6K +820 New
FNC
688
First National Corp
Massachusetts
$69K +$73K +752 New
FCB
689
First Command Bank
Texas
$68K +$71.2K +733 New
FCFS
690
First Command Financial Services
Texas
$68K +$71.2K +733 New
LWANC
691
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$68.4K +705 New
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K +$67.5K +695 New
GLI
693
Guardian Life Insurance
New York
$63K – – –
SLF
694
Sun Life Financial
Ontario, Canada
$62K +$388 +4 +0.6%
RBC
695
Roble Belko & Company
Pennsylvania
$61K – – –
KA
696
Kaizen Advisory
Illinois
$59K +$1.84K +19 +3%
AIM
697
Advantage Investment Management
Iowa
$55K -$14.6K -150 -20%
CIAS
698
Capital Investment Advisory Services
North Carolina
$51K +$53.3K +549 New
PCIA
699
Prime Capital Investment Advisors
Kansas
$48K +$50.3K +518 New
FANJ
700
Financial Architects (New Jersey)
New Jersey
$46K – – –
26 27
28
29 30