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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SRIM
726
Saratoga Research & Investment Management
California
$339K -$211K -2,123 -40%
FMI
727
F/M Investments
District of Columbia
$339K +$56.9K +571 +22%
NB
728
Nicolet Bankshares
Wisconsin
$338K -$23.4K -235 -7%
JWCA
729
J.W. Cole Advisors
Florida
$337K +$312K +3,133 New
SCM
730
Stevens Capital Management
Pennsylvania
$337K +$312K +3,133 New
HI
731
Horizon Investments
North Carolina
$337K -$471K -4,730 -60%
PWM
732
Partnership Wealth Management
Maryland
$334K +$307K +3,080 New
WA1
733
Wimmer Associates 1
California
$334K +$1.49K +15 +0.5%
JF
734
Joule Financial
Kentucky
$328K -$1.89K -19 -0.6%
MC
735
Moors & Cabot
Massachusetts
$326K -$133K -1,338 -31%
FAIM
736
Financial Advocates Investment Management
Washington
$324K +$8.67K +87 +3%
EA
737
Emerald Advisers
Pennsylvania
$324K -$5.18K -52 -2%
HBW
738
Hazlett, Burt & Watson
West Virginia
$324K -$83K -833 -22%
LG
739
LaFleur & Godfrey
Michigan
$321K -$47.3K -475 -14%
SW
740
SlateStone Wealth
Florida
$321K -$7.97K -80 -3%
CSIC
741
Clifford Swan Investment Counsel
California
$320K – – –
GLLW
742
Graves Light Lenhart Wealth
Virginia
$320K – – –
BRWA
743
B. Riley Wealth Advisors
Florida
$319K -$99.3K -997 -25%
TIM
744
Tortoise Investment Management
New York
$317K +$12.5K +125 +4%
BFG
745
Bleakley Financial Group
New Jersey
$316K -$45.2K -454 -13%
SS
746
Simplicity Solutions
Minnesota
$316K -$45.2K -454 -13%
STA
747
Summit Trail Advisors
New York
$315K -$66.7K -670 -19%
CTC
748
Central Trust Company
Missouri
$315K -$4.48K -45 -2%
BB
749
Burford Brothers
Texas
$313K +$289K +2,904 New
CFG
750
Citizens Financial Group
Rhode Island
$312K +$288K +2,896 New
28 29
30
31 32