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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
776
BSW Wealth Partners
Colorado
$311K +$4.59K +28 +2%
MCC
777
Money Concepts Capital
Florida
$310K -$42.3K -258 -13%
FC
778
Financial Consulate
Maryland
$309K – – –
SC
779
Savant Capital
Illinois
$305K -$9.68K -59 -3%
CPIA
780
Cornell Pochily Investment Advisors
New York
$305K -$4.1K -25 -1%
SSWM
781
Smith Salley Wealth Management
North Carolina
$305K +$1.31K +8 +0.5%
EIP
782
Ellis Investment Partners
Pennsylvania
$303K – – –
DCM
783
Driehaus Capital Management
Illinois
$302K -$2.3K -14 -0.8%
PCM
784
Perritt Capital Management
Illinois
$302K – – –
IWC
785
Integrated Wealth Concepts
Massachusetts
$301K +$1.8K +11 +0.6%
BCI
786
Brinker Capital Investments
Pennsylvania
$300K -$270K -1,646 -48%
WAM
787
Wakefield Asset Management
Colorado
$300K -$13K -79 -4%
NA
788
NewEdge Advisors
Louisiana
$300K +$4.59K +28 +2%
FB
789
Fulton Bank
Pennsylvania
$299K -$27.6K -168 -9%
BG
790
Bahl & Gaynor
Ohio
$294K – – –
SPC
791
Stewart & Patten Company
California
$292K – – –
SICM
792
Sustainable Insight Capital Management
New York
$291K – – –
WF
793
Welch & Forbes
Massachusetts
$291K – – –
TSWM
794
Triangle Securities Wealth Management
North Carolina
$290K -$4.92K -30 -2%
ACM
795
Allred Capital Management
Texas
$290K -$1.31K -8 -0.5%
IWA
796
Intercontinental Wealth Advisors
Texas
$289K – – –
YIA
797
YHB Investment Advisors
Connecticut
$289K – – –
1SB
798
1ST Source Bank
Indiana
$287K – – –
C
799
Certuity
Florida
$285K +$272K +1,661 New
LCM
800
Leisure Capital Management
California
$283K – – –
30 31
32
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