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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
776
Conning Inc
Connecticut
$261K -$127 -1 -0%
BPFA
777
Barnes Pettey Financial Advisors
Mississippi
$261K – – –
FMAEN1
778
Fund Management at Engine No 1
California
$261K +$45.1K +355 +18%
BTI
779
Blue Trust Inc
Georgia
$259K +$218K +1,713 New
WA1
780
Wimmer Associates 1
California
$257K +$15.9K +125 +6%
GT
781
Glenview Trust
Kentucky
$256K +$508 +4 +0.2%
DWM
782
Darwin Wealth Management
Florida
$255K +$264K +2,079 New
SAM
783
Security Asset Management
New York
$254K – – –
AR
784
Advisory Research
Illinois
$253K +$66K +519 +30%
SIA
785
Schechter Investment Advisors
Michigan
$252K +$85.9K +676 +44%
GA
786
Greytown Advisors
Florida
$251K – – –
TSWM
787
Triangle Securities Wealth Management
North Carolina
$251K +$41.9K +330 +18%
EM
788
Excalibur Management
Massachusetts
$250K +$48.4K +381 +21%
TIM
789
Thompson Investment Management
Wisconsin
$250K +$280K +2,200 New
IWA
790
Intercontinental Wealth Advisors
Texas
$249K +$23.5K +185 +9%
PWA
791
Phoenix Wealth Advisors
North Carolina
$249K +$25.9K +204 +10%
NIM
792
NuWave Investment Management
New Jersey
$248K +$205K +1,609 +281%
CNAM
793
Campbell Newman Asset Management
Wisconsin
$246K – – –
APA
794
Astoria Portfolio Advisors
New York
$246K +$76.6K +603 +39%
TC
795
TAGStone Capital
North Carolina
$245K +$6.36K +50 +2%
RMCM
796
Reynders McVeigh Capital Management
Massachusetts
$244K -$3.18K -25 -1%
MIM
797
MTM Investment Management
South Carolina
$244K +$14K +110 +5%
BRA
798
Bender Robert & Associates
California
$243K -$38.1K -300 -12%
PG
799
Prostatis Group
Maryland
$243K – – –
RC
800
Rovin Capital
Arizona
$242K +$18.9K +149 +8%
30 31
32
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