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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
726
Joule Financial
Kentucky
$321K +$49K +435 +17%
EA
727
Emerald Advisers
Pennsylvania
$321K +$116K +1,034 +51%
SW
728
SlateStone Wealth
Florida
$321K +$345K +3,065 New
IWC
729
Integrated Wealth Concepts
Massachusetts
$320K +$1.69K +15 +0.5%
BAM
730
Blueshift Asset Management
New Jersey
$319K +$343K +3,041 New
MAS
731
Meeder Advisory Services
Ohio
$319K -$69.6K -618 -17%
RGC
732
Roberts, Glore & Co
Illinois
$318K -$25.3K -225 -7%
SSWM
733
Sheets Smith Wealth Management
North Carolina
$317K +$2.7K +24 +0.8%
AF
734
Arrow Financial
New York
$312K -$38.8K -344 -10%
CTC
735
Central Trust Company
Missouri
$312K -$29.7K -264 -8%
CSIC
736
Clifford Swan Investment Counsel
California
$312K – – –
DMBA
737
Deseret Mutual Benefit Administrators
Utah
$311K -$20.7K -184 -6%
RWM
738
Revisor Wealth Management
Ohio
$311K +$60.2K +534 +22%
FAIM
739
Financial Advocates Investment Management
Washington
$307K -$135K -1,201 -29%
SW
740
SVB Wealth
Massachusetts
$303K -$16.2K -144 -5%
GLLW
741
Graves Light Lenhart Wealth
Virginia
$303K – – –
LA
742
Lane & Associates
New Jersey
$300K +$2.25K +20 +0.7%
DCM
743
DGS Capital Management
New Jersey
$298K +$23.9K +212 +8%
TIM
744
Tortoise Investment Management
New York
$296K – – –
DWM
745
Darwin Wealth Management
Florida
$295K +$14.8K +131 +5%
EWA
746
Encompass Wealth Advisors
Oregon
$294K -$22.5K -200 -7%
BTWM
747
Baker Tilly Wealth Management
Wisconsin
$292K -$7.32K -65 -2%
SSB
748
Sandy Spring Bank
Maryland
$291K -$92.8K -824 -23%
SFA
749
Sequoia Financial Advisors
Ohio
$290K -$8.45K -75 -3%
TA
750
TFG Advisers
Michigan
$288K -$1.58K -14 -0.5%
28 29
30
31 32