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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$350K +$1.87K +10 +0.6%
C
777
Certuity
Florida
$350K +$19.6K +105 +6%
P
778
Pitcairn
Pennsylvania
$348K +$87.7K +469 +36%
MPIA
779
Mountain Pacific Investment Advisers
Idaho
$346K -$131K -700 -29%
GG
780
Gofen & Glossberg
Illinois
$346K +$18.9K +101 +6%
GTAM
781
Global Trust Asset Management
Florida
$346K +$327K +1,750 New
JG
782
Jefferies Group
New York
$346K +$326K +1,746 New
CC
783
Cipher Capital
New York
$345K +$325K +1,741 New
VWA
784
V Wealth Advisors
Kansas
$344K +$19.8K +106 +6%
MWPCG
785
Measured Wealth Private Client Group
New Hampshire
$344K +$105K +562 +48%
AIM
786
Aspen Investment Management
Michigan
$344K +$325K +1,738 New
EF
787
Empowered Funds
Pennsylvania
$342K +$323K +1,728 New
BG
788
Bahl & Gaynor
Ohio
$340K – – –
SICM
789
Sustainable Insight Capital Management
New York
$340K +$4.86K +26 +2%
ECM
790
Evergreen Capital Management
Washington
$340K +$27.3K +146 +9%
CFG
791
Citizens Financial Group
Rhode Island
$340K +$321K +1,715 New
WAM
792
Wakefield Asset Management
Colorado
$339K -$6.92K -37 -2%
EIP
793
Ellis Investment Partners
Pennsylvania
$337K -$12K -64 -4%
SPC
794
Stewart & Patten Company
California
$337K – – –
BONH
795
Bank of New Hampshire
New Hampshire
$337K +$318K +1,700 New
BSA
796
Braun Stacey Associates
New York
$337K +$318K +1,700 New
FM
797
Foster & Motley
Ohio
$337K +$318K +1,702 New
WF
798
Welch & Forbes
Massachusetts
$336K – – –
AFS
799
Annapolis Financial Services
Maryland
$335K +$89.7K +480 +40%
ACM
800
Allred Capital Management
Texas
$334K – – –
30 31
32
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