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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
776
Beacon Financial Group
Texas
$336K -$43K -420 -12%
WIA
777
World Investment Advisors
California
$336K -$16.6K -162 -4%
RWA
778
River Wealth Advisors
Pennsylvania
$335K -$17.9K -175 -6%
TIM
779
Tortoise Investment Management
New York
$334K +$2.76K +27 +0.9%
PWM
780
Paulson Wealth Management
Illinois
$334K +$29.9K +292 +11%
PCS
781
Personal CFO Solutions
New Jersey
$333K -$1.43K -14 -0.5%
GAM
782
Groupama Asset Management
France
$331K +$1.94K +19 +0.7%
SA
783
Strategic Advisors
New York
$330K – – –
GWP
784
Gen-Wealth Partners
Michigan
$326K -$23.5K -230 -7%
MNBTD
785
Moody National Bank Trust Division
Texas
$326K +$29K +284 +11%
RWM
786
Revisor Wealth Management
Ohio
$325K +$9.21K +90 +3%
RA
787
RFG Advisory
Alabama
$325K +$50.9K +498 +21%
BFA
788
Bill Few Associates
Pennsylvania
$323K +$1.64K +16 +0.6%
GWP
789
Gateway Wealth Partners
Wisconsin
$322K +$18.6K +182 +7%
DAS
790
Dynamic Advisor Solutions
Arizona
$318K +$286K +2,800 New
CSIC
791
Clifford Swan Investment Counsel
California
$315K – – –
CAM
792
Concorde Asset Management
Michigan
$314K +$3.07K +30 +1%
WA
793
WBH Advisory
Maryland
$313K -$46.6K -456 -14%
ESB
794
Essex Savings Bank
Connecticut
$311K – – –
CT
795
Coastline Trust
Rhode Island
$309K – – –
LC
796
LCNB Corp
Ohio
$303K – – –
MWM
797
Modera Wealth Management
New Jersey
$303K +$102 +1 +0%
CI
798
CX Institutional
Indiana
$303K +$26K +254 +11%
IF
799
IRON Financial
Illinois
$302K +$16.6K +162 +6%
TRCT
800
Tower Research Capital (TRC)
New York
$301K +$18.9K +185 +8%
30 31
32
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