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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
701
Beach Investment Counsel
Pennsylvania
$209K +$209K +1,800 New
DMC
702
Drexel Morgan & Co
Pennsylvania
$209K +$209K +1,800 New
SNT
703
Security National Trust
West Virginia
$208K -$28.5K -245 -12%
GKWIM
704
Gerber Kawasaki Wealth & Investment Management
California
$208K -$11K -95 -5%
BCM
705
BlueCrest Capital Management
Jersey
$208K +$208K +1,791 New
FB
706
Fulton Bank
Pennsylvania
$208K +$208K +1,792 New
LIC
707
Lodestar Investment Counsel
Illinois
$205K +$205K +1,762 New
MCM
708
Maryland Capital Management
Maryland
$204K +$205K +1,760 New
WAM
709
Wealthspire Advisors (Maryland)
Maryland
$203K -$24.9K -214 -11%
CFA
710
Carroll Financial Associates
North Carolina
$199K -$34.9K -300 -15%
TFA
711
Transamerica Financial Advisors
Florida
$190K +$189K +1,629 New
RP
712
Rowlandmiller & Partners
Georgia
$188K – – –
S
713
SignatureFD
Georgia
$168K +$48.5K +417 +40%
PA
714
Parallel Advisors
California
$168K +$106K +910 +169%
VFA
715
Valeo Financial Advisors
Indiana
$166K -$194K -1,672 -54%
MPPLM
716
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$161K -$4.53K -39 -3%
SIC
717
Salem Investment Counselors
North Carolina
$158K – – –
FA
718
Fortis Advisors
Pennsylvania
$157K – – –
JA
719
JOYN Advisors
Georgia
$156K -$79.2K -681 -34%
SEIA
720
Signature Estate & Investment Advisors
California
$151K +$151K +1,300 New
ACA
721
Atlas Capital Advisors
Wyoming
$140K +$44.2K +380 +49%
FWM
722
Focused Wealth Management
New York
$139K +$140K +1,200 New
ARMT
723
Amica Retiree Medical Trust
Rhode Island
$134K -$175K -1,509 -57%
CLOS
724
Compagnie Lombard Odier SCmA
Switzerland
$114K – – –
AIM
725
Acropolis Investment Management
Missouri
$111K +$2.91K +25 +3%
27 28
29
30 31