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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Stratos Wealth Advisors
Ohio
$244K +$225K +1,974 New
SWP
702
Stratos Wealth Partners
Ohio
$244K +$225K +1,975 New
ACM
703
Ashford Capital Management
Delaware
$242K -$16.2K -142 -7%
PCM
704
Pennsylvania Capital Management
Pennsylvania
$240K +$222K +1,946 New
PP
705
Professional Planning
California
$240K +$222K +1,946 New
CFA
706
Carroll Financial Associates
North Carolina
$236K – – –
PCM
707
Perritt Capital Management
Illinois
$236K +$218K +1,908 New
SAM
708
SignalPoint Asset Management
Missouri
$233K +$215K +1,885 New
SC
709
Slow Capital
California
$233K +$215K +1,886 New
WANY
710
Wealthspire Advisors (New York)
New York
$232K -$170K -1,489 -44%
AA
711
ALPS Advisors
Colorado
$231K -$23.9K -210 -10%
EFS
712
Essex Financial Services
Connecticut
$231K +$213K +1,868 New
SC
713
Savant Capital
Illinois
$229K +$212K +1,857 New
AIC
714
Ameritas Investment Company
Nebraska
$228K – – –
IP
715
Investment Partners
Ohio
$226K +$209K +1,829 New
TU
716
TDAM USA
Ontario, Canada
$226K +$213K +1,868 New
CGL
717
Clarius Group LLC
Washington
$225K +$207K +1,819 New
CICI
718
Capital Investment Counsel Inc
North Carolina
$222K -$189K -1,660 -48%
MCA
719
Mercer Capital Advisers
New Jersey
$222K – – –
WAM
720
Wakefield Asset Management
Colorado
$222K +$205K +1,794 New
3C
721
361 Capital
Colorado
$222K +$205K +1,797 New
TSWM
722
Triangle Securities Wealth Management
North Carolina
$221K +$204K +1,791 New
SAM
723
Silvercrest Asset Management
New York
$220K +$204K +1,785 New
SPC
724
Stewart & Patten Company
California
$216K +$200K +1,752 New
RIM
725
Rampart Investment Management
Connecticut
$215K +$1.25K +11 +0.6%
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