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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Parallel Advisors
California
$349K +$32.5K +198 +11%
CWM
752
Cornerstone Wealth Management
Missouri
$346K -$6.56K -40 -2%
WA1
753
Wimmer Associates 1
California
$343K – – –
PWA
754
Phoenix Wealth Advisors
North Carolina
$341K +$69.2K +422 +27%
MF
755
Magnetar Financial
Illinois
$341K +$326K +1,985 New
S
756
Seeyond
France
$339K +$141K +857 +76%
ACM
757
Ashford Capital Management
Delaware
$336K – – –
BEAM
758
Baker Ellis Asset Management
Washington
$336K – – –
WIC
759
Woodmont Investment Counsel
Tennessee
$333K -$3.28K -20 -1%
ECM
760
Everence Capital Management
Indiana
$333K – – –
FBT
761
First Bank & Trust
South Dakota
$333K +$2.3K +14 +0.7%
NFG
762
Next Financial Group
Texas
$333K +$299K +1,825 +1,547%
GL
763
Graypoint LLC
New York
$330K – – –
FHC
764
First Horizon Corporation
Tennessee
$330K +$328 +2 +0.1%
GC
765
Globeflex Capital
California
$330K +$306K +1,865 +3,108%
GIA
766
Gladstone Institutional Advisory
Florida
$329K +$315K +1,919 New
BIA
767
BHK Investment Advisors
Alabama
$328K – – –
FTDI
768
First Trust Direct Indexing
Massachusetts
$328K +$36.6K +223 +13%
WP
769
WealthShield Partners
North Carolina
$327K +$91.8K +560 +42%
IC
770
IEQ Capital
California
$327K +$313K +1,908 New
FMLI
771
Fukoku Mutual Life Insurance
Japan
$326K -$32.8K -200 -10%
EFS
772
Essex Financial Services
Connecticut
$323K +$1.97K +12 +0.6%
PHS
773
Pekin Hardy Strauss
Illinois
$322K – – –
IAIM
774
International Assets Investment Management
Florida
$319K +$165K +1,007 +104%
TAM
775
Trust Asset Management
Texas
$315K +$53.1K +324 +21%
29 30
31
32 33