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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
701
Fulton Bank
Pennsylvania
$255K +$41.9K +317 +19%
QCG
702
Quadrant Capital Group
Ohio
$253K +$37.2K +281 +17%
BEAM
703
Baker Ellis Asset Management
Washington
$251K -$26.4K -200 -9%
ACM
704
Ashford Capital Management
Delaware
$251K – – –
EF
705
Empirical Finance
Pennsylvania
$250K +$257K +1,946 New
GL
706
Graypoint LLC
New York
$247K +$255K +1,925 New
FHC
707
First Horizon Corporation
Tennessee
$247K +$255K +1,930 New
CFA
708
Carroll Financial Associates
North Carolina
$245K – – –
PCM
709
Perritt Capital Management
Illinois
$245K – – –
GIM
710
Greenwich Investment Management
Connecticut
$245K +$252K +1,908 New
MYAM
711
Meiji Yasuda Asset Management
Japan
$244K -$152K -1,150 -38%
WANY
712
Wealthspire Advisors (New York)
New York
$240K -$1.32K -10 -0.5%
EFS
713
Essex Financial Services
Connecticut
$240K – – –
SC
714
Savant Capital
Illinois
$240K +$1.59K +12 +0.6%
MWM
715
Mission Wealth Management
California
$237K +$24.1K +182 +11%
IWC
716
Integrated Wealth Concepts
Massachusetts
$236K +$15.2K +115 +7%
IP
717
Investment Partners
Ohio
$235K +$264 +2 +0.1%
BWP
718
Baldwin Wealth Partners
Massachusetts
$234K +$53.2K +402 +28%
CGL
719
Clarius Group LLC
Washington
$233K +$132 +1 +0.1%
SAM
720
Silvercrest Asset Management
New York
$232K +$3.31K +25 +1%
WAM
721
Wakefield Asset Management
Colorado
$231K +$1.46K +11 +0.6%
S
722
SignatureFD
Georgia
$231K +$27.8K +210 +13%
DCM
723
Driehaus Capital Management
Illinois
$229K +$236K +1,785 New
CAG
724
Csenge Advisory Group
Florida
$228K -$127K -961 -36%
AIC
725
Ameritas Investment Company
Nebraska
$228K – – –
27 28
29
30 31