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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
701
Donaldson Capital Management
Indiana
$246K +$227K +1,993 New
SWA
702
Stratos Wealth Advisors
Ohio
$244K +$225K +1,974 New
SWP
703
Stratos Wealth Partners
Ohio
$244K +$225K +1,975 New
ACM
704
Ashford Capital Management
Delaware
$242K -$16.2K -142 -7%
PCM
705
Pennsylvania Capital Management
Pennsylvania
$240K +$222K +1,946 New
PP
706
Professional Planning
California
$240K +$222K +1,946 New
CFA
707
Carroll Financial Associates
North Carolina
$236K – – –
PCM
708
Perritt Capital Management
Illinois
$236K +$218K +1,908 New
SAM
709
SignalPoint Asset Management
Missouri
$233K +$215K +1,885 New
SC
710
Slow Capital
California
$233K +$215K +1,886 New
WANY
711
Wealthspire Advisors (New York)
New York
$232K -$170K -1,489 -44%
AA
712
ALPS Advisors
Colorado
$231K -$23.9K -210 -10%
EFS
713
Essex Financial Services
Connecticut
$231K +$213K +1,868 New
SC
714
Savant Capital
Illinois
$229K +$212K +1,857 New
AIC
715
Ameritas Investment Company
Nebraska
$228K – – –
IP
716
Investment Partners
Ohio
$226K +$209K +1,829 New
TU
717
TDAM USA
Ontario, Canada
$226K +$213K +1,868 New
CGL
718
Clarius Group LLC
Washington
$225K +$207K +1,819 New
CICI
719
Capital Investment Counsel Inc
North Carolina
$222K -$189K -1,660 -48%
MCA
720
Mercer Capital Advisers
New Jersey
$222K – – –
WAM
721
Wakefield Asset Management
Colorado
$222K +$205K +1,794 New
3C
722
361 Capital
Colorado
$222K +$205K +1,797 New
TSWM
723
Triangle Securities Wealth Management
North Carolina
$221K +$204K +1,791 New
SAM
724
Silvercrest Asset Management
New York
$220K +$204K +1,785 New
SPC
725
Stewart & Patten Company
California
$216K +$200K +1,752 New
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