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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
701
Essex Financial Services
Connecticut
$209K +$194K +1,989 New
BFO
702
Boston Family Office
Massachusetts
$208K +$193K +1,983 New
ZAM
703
Zevin Asset Management
Massachusetts
$207K +$192K +1,972 New
CCA
704
Checchi Capital Advisers
California
$207K +$193K +1,976 New
AFA
705
Aurora Financial Advisors
Massachusetts
$207K +$193K +1,982 New
CBA
706
Coastal Bridge Advisors
Connecticut
$206K -$41.5K -425 -18%
BEAM
707
Baker Ellis Asset Management
Washington
$206K – – –
SCM
708
Shelton Capital Management
Colorado
$206K +$192K +1,965 New
SYBT
709
Stock Yards Bank & Trust
Kentucky
$205K +$191K +1,956 New
PHS
710
Pekin Hardy Strauss
Illinois
$204K -$283K -2,900 -60%
SAM
711
Silvercrest Asset Management
New York
$200K +$186K +1,911 New
CFD
712
Creative Financial Designs
Indiana
$194K -$130K -1,332 -42%
WCM
713
Whitener Capital Management
North Carolina
$188K +$175K +1,795 New
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$183K +$170K +1,741 New
QCG
715
Quadrant Capital Group
Ohio
$177K – – –
RP
716
Rowlandmiller & Partners
Georgia
$170K – – –
TRCT
717
Tower Research Capital (TRC)
New York
$155K +$47.9K +491 +50%
FA
718
Fortis Advisors
Pennsylvania
$142K – – –
SEIA
719
Signature Estate & Investment Advisors
California
$138K +$1.85K +19 +1%
GBT
720
Grove Bank & Trust
Florida
$137K – – –
PG
721
PEAK6 Group
Illinois
$126K +$117K +1,201 New
MPPLM
722
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$122K +$114K +1,167 New
CHC
723
City Holding Co
West Virginia
$111K – – –
SIC
724
Salem Investment Counselors
North Carolina
$110K – – –
LWA
725
Lowe Wealth Advisors
Maryland
$104K -$12.7K -130 -12%
27 28
29
30 31