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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$68.5K +710 +301%
LA
702
Legacy Advisors
Pennsylvania
$95K +$91.6K +950 New
LWA
703
Lowe Wealth Advisors
Maryland
$91K – – –
OIA
704
OneDigital Investment Advisors
Kansas
$90K – – –
LC
705
Lindbrook Capital
California
$86K – – –
CHC
706
City Holding Co
West Virginia
$82K – – –
FA
707
Financial Advantage
Maryland
$82K – – –
PCG
708
Private Capital Group
Connecticut
$81K +$45.9K +476 +143%
RIA
709
Realta Investment Advisors
Delaware
$79K +$75.1K +779 New
IA
710
IFP Advisors
Florida
$76K -$265K -2,749 -78%
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K +$5.79K +60 +9%
FNC
712
First National Corp
Massachusetts
$75K – – –
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K – – –
GLI
714
Guardian Life Insurance
New York
$69K – – –
RBC
715
Roble Belko & Company
Pennsylvania
$66K – – –
BWP
716
Baldwin Wealth Partners
Massachusetts
$65K +$38.6K +400 +160%
AIM
717
Advantage Investment Management
Iowa
$60K – – –
CI
718
CX Institutional
Indiana
$56K +$53.7K +557 New
FANJ
719
Financial Architects (New Jersey)
New Jersey
$54K +$3.86K +40 +8%
SFSIG
720
San Francisco Sentry Investment Group
California
$54K +$48.2K +500 +1,136%
CIAS
721
Capital Investment Advisory Services
North Carolina
$53K -$1.93K -20 -4%
SBL
722
Sargent Bickham Lagudis
Colorado
$53K +$38.6K +400 +308%
IDBONY
723
Israel Discount Bank of New York
New York
$50K – – –
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
CFGS
725
Concourse Financial Group Securities
Alabama
$50K +$386 +4 +0.8%
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