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T. Rowe Price
TROW

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