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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
776
Aristotle Atlantic Partners
Florida
$341K – – –
MWA
777
Martel Wealth Advisors
Washington
$341K – – –
LCM
778
Legato Capital Management
California
$341K -$115K -1,126 -27%
GA
779
Goldstein Advisors
Wisconsin
$339K +$305K +2,985 New
SRIM
780
Saratoga Research & Investment Management
California
$338K – – –
TAM
781
Tocqueville Asset Management
New York
$336K +$302K +2,957 New
IAN
782
Integrated Advisors Network
Texas
$336K -$104K -1,014 -26%
BFG
783
Beacon Financial Group
Texas
$336K -$43K -420 -12%
WIA
784
World Investment Advisors
California
$336K -$16.6K -162 -4%
RWA
785
River Wealth Advisors
Pennsylvania
$335K -$17.9K -175 -6%
TIM
786
Tortoise Investment Management
New York
$334K +$2.76K +27 +0.9%
PWM
787
Paulson Wealth Management
Illinois
$334K +$29.9K +292 +11%
PCS
788
Personal CFO Solutions
New Jersey
$333K -$1.43K -14 -0.5%
GAM
789
Groupama Asset Management
France
$331K +$1.94K +19 +0.7%
SA
790
Strategic Advisors
New York
$330K – – –
GWP
791
Gen-Wealth Partners
Michigan
$326K -$23.5K -230 -7%
MNBTD
792
Moody National Bank Trust Division
Texas
$326K +$29K +284 +11%
RWM
793
Revisor Wealth Management
Ohio
$325K +$9.21K +90 +3%
RA
794
RFG Advisory
Alabama
$325K +$50.9K +498 +21%
BFA
795
Bill Few Associates
Pennsylvania
$323K +$1.64K +16 +0.6%
GWP
796
Gateway Wealth Partners
Wisconsin
$322K +$18.6K +182 +7%
DAS
797
Dynamic Advisor Solutions
Arizona
$318K +$286K +2,800 New
CSIC
798
Clifford Swan Investment Counsel
California
$315K – – –
CAM
799
Concorde Asset Management
Michigan
$314K +$3.07K +30 +1%
WA
800
WBH Advisory
Maryland
$313K -$46.6K -456 -14%
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