TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
726
F/M Investments
District of Columbia
$339K +$56.9K +571 +22%
NB
727
Nicolet Bankshares
Wisconsin
$338K -$23.4K -235 -7%
JWCA
728
J.W. Cole Advisors
Florida
$337K +$312K +3,133 New
SCM
729
Stevens Capital Management
Pennsylvania
$337K +$312K +3,133 New
HI
730
Horizon Investments
North Carolina
$337K -$471K -4,730 -60%
PWM
731
Partnership Wealth Management
Maryland
$334K +$307K +3,080 New
WA1
732
Wimmer Associates 1
California
$334K +$1.49K +15 +0.5%
JF
733
Joule Financial
Kentucky
$328K -$1.89K -19 -0.6%
MC
734
Moors & Cabot
Massachusetts
$326K -$133K -1,338 -31%
FAIM
735
Financial Advocates Investment Management
Washington
$324K +$8.67K +87 +3%
EA
736
Emerald Advisers
Pennsylvania
$324K -$5.18K -52 -2%
HBW
737
Hazlett, Burt & Watson
West Virginia
$324K -$83K -833 -22%
LG
738
LaFleur & Godfrey
Michigan
$321K -$47.3K -475 -14%
SW
739
SlateStone Wealth
Florida
$321K -$7.97K -80 -3%
CSIC
740
Clifford Swan Investment Counsel
California
$320K – – –
GLLW
741
Graves Light Lenhart Wealth
Virginia
$320K – – –
BRWA
742
B. Riley Wealth Advisors
Florida
$319K -$99.3K -997 -25%
TIM
743
Tortoise Investment Management
New York
$317K +$12.5K +125 +4%
BFG
744
Bleakley Financial Group
New Jersey
$316K -$45.2K -454 -13%
SS
745
Simplicity Solutions
Minnesota
$316K -$45.2K -454 -13%
STA
746
Summit Trail Advisors
New York
$315K -$66.7K -670 -19%
CTC
747
Central Trust Company
Missouri
$315K -$4.48K -45 -2%
BB
748
Burford Brothers
Texas
$313K +$289K +2,904 New
CFG
749
Citizens Financial Group
Rhode Island
$312K +$288K +2,896 New
WDA
750
Wendell David Associates
New Hampshire
$311K +$288K +2,890 New
28 29
30
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