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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
726
Financial Advantage
Maryland
$89K – – –
CWA
727
Clarus Wealth Advisors
Arizona
$84K +$31.7K +301 +65%
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K – – –
GLI
729
Guardian Life Insurance
New York
$75K – – –
CI
730
CX Institutional
Indiana
$73K +$11.3K +107 +19%
RBC
731
Roble Belko & Company
Pennsylvania
$72K – – –
BWP
732
Baldwin Wealth Partners
Massachusetts
$71K – – –
AIM
733
Advantage Investment Management
Iowa
$66K – – –
SFSIG
734
San Francisco Sentry Investment Group
California
$65K +$5.26K +50 +9%
CIAS
735
Capital Investment Advisory Services
North Carolina
$63K +$5.47K +52 +10%
FHA
736
Flagship Harbor Advisors
Massachusetts
$63K +$30.8K +293 +101%
LA
737
Legacy Advisors
Pennsylvania
$60K -$42.1K -400 -42%
CIA
738
CSat Investment Advisory
Michigan
$59K +$43.1K +410 +313%
LWM
739
Liberty Wealth Management
California
$58K +$38.4K +365 +227%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
WB
741
Webster Bank
Connecticut
$53K – – –
ACS
742
Archford Capital Strategies
Illinois
$52K +$421 +4 +0.8%
MUS
743
Mitsubishi UFJ Securities
Japan
$52K +$49.4K +470 New
APW
744
Acima Private Wealth
Virginia
$51K – – –
SCM
745
Silvant Capital Management
Georgia
$51K – – –
GWS
746
Glassman Wealth Services
Virginia
$51K +$5.58K +53 +13%
HCM
747
HMS Capital Management
Tennessee
$48K +$46.4K +441 New
HDIM
748
Hanson & Doremus Investment Management
Vermont
$45K – – –
HWA
749
Heritage Wealth Advisors
Virginia
$44.9K +$28.8K +274 +201%
DAM
750
Delta Asset Management
Tennessee
$44K – – –
28 29
30
31 32