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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
726
Excalibur Management
Massachusetts
$395K +$8.22K +71 +2%
FT
727
Fiduciary Trust
Massachusetts
$392K +$56.2K +485 +16%
AIA
728
Affinity Investment Advisors
California
$392K +$99.2K +857 +33%
GI
729
GAMMA Investing
California
$390K +$84K +725 +27%
PSFG
730
Prairie Sky Financial Group
Illinois
$390K – – –
AIC
731
Aurora Investment Counsel
Georgia
$389K -$2.08K -18 -0.5%
BCWM
732
Bartlett & Co Wealth Management
Ohio
$387K -$11.6K -100 -3%
LWM
733
Lionshead Wealth Management
New York
$385K +$395K +3,408 New
AFC
734
AFT Forsyth & Company
Florida
$385K -$71.9K -621 -15%
WFA
735
West Financial Advisors
Iowa
$383K -$23.4K -202 -6%
KWM
736
Kingsview Wealth Management
Oregon
$382K +$347 +3 +0.1%
SOW
737
State of Wyoming
Wyoming
$382K +$79.8K +689 +26%
MWM
738
Maridea Wealth Management
New York
$376K +$385K +3,324 New
PWP
739
Private Wealth Partners
California
$373K -$258K -2,225 -40%
MSA
740
MUFG Securities Americas
New York
$371K +$380K +3,280 New
OF
741
Optimize Financial
California
$371K +$380K +3,280 New
FCI
742
Financial Counselors Inc
Kansas
$369K -$7.76K -67 -2%
SS
743
Sunbelt Securities
Texas
$369K +$71.1K +614 +23%
LNWWM
744
Laird Norton Wetherby Wealth Management
California
$369K -$21.2K -183 -5%
CHAM
745
Clear Harbor Asset Management
Connecticut
$366K – – –
EW
746
Evoke Wealth
California
$365K -$1.97K -17 -0.5%
PCIA
747
Prime Capital Investment Advisors
Kansas
$365K +$4.28K +37 +1%
S
748
SignatureFD
Georgia
$365K -$30.8K -266 -8%
DCM
749
DGS Capital Management
New Jersey
$359K +$97.3K +840 +36%
PA
750
Profund Advisors
Maryland
$352K -$64.8K -560 -15%
28 29
30
31 32