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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
726
Tortoise Investment Management
New York
$426K – – –
HWM
727
HB Wealth Management
Georgia
$426K +$27.2K +176 +7%
RCM
728
Radnor Capital Management
Pennsylvania
$418K – – –
ACS
729
Archford Capital Strategies
Illinois
$418K +$85.8K +556 +26%
TW
730
TrinityPoint Wealth
Connecticut
$411K +$8.18K +53 +2%
TCOT
731
Trust Company of Toledo
Ohio
$408K -$1.54K -10 -0.4%
TC
732
Trust Company
Kansas
$405K -$3.55K -23 -0.9%
CAM
733
Cypress Asset Management
Texas
$404K -$251K -1,625 -38%
GHA
734
GW Henssler & Associates
Georgia
$403K – – –
PA
735
PFG Advisors
Arizona
$403K +$154 +1 +0%
GRP
736
Global Retirement Partners
California
$403K +$517K +3,346 New
BSA
737
Braun Stacey Associates
New York
$401K – – –
SFA
738
Sequoia Financial Advisors
Ohio
$400K +$149K +963 +57%
AAS
739
Ameritas Advisory Services
Nebraska
$394K -$618 -4 -0.2%
SF
740
Synovus Financial
Georgia
$386K -$71.3K -462 -15%
TA
741
TFG Advisers
Michigan
$384K -$772 -5 -0.2%
ECM
742
Evergreen Capital Management
Washington
$383K +$124K +805 +47%
SRIM
743
Saratoga Research & Investment Management
California
$383K +$391K +2,534 New
PP
744
Paloma Partners
Connecticut
$382K -$604K -3,913 -61%
SSW
745
Smith Shellnut Wilson
Mississippi
$381K +$1.39K +9 +0.4%
FTDI
746
First Trust Direct Indexing
Massachusetts
$380K – – –
LIM
747
Longfellow Investment Management
Massachusetts
$379K +$48.5K +314 +14%
EAM
748
Empirical Asset Management
Massachusetts
$378K -$13.7K -89 -3%
HW
749
Hancock Whitney
Mississippi
$375K -$1.7M -11,032 -82%
BWP
750
Baldwin Wealth Partners
Massachusetts
$373K +$10.3K +67 +3%
28 29
30
31 32