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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
776
Liberty Capital Management
Michigan
$265K – – –
PCS
777
Personal CFO Solutions
New Jersey
$265K +$74.7K +588 +34%
LOAMS
778
Lombard Odier Asset Management (Switzerland)
Switzerland
$264K +$295K +2,320 New
BCA
779
Bay Colony Advisors
Massachusetts
$263K +$271K +2,133 New
CI
780
Conning Inc
Connecticut
$261K -$127 -1 -0%
BPFA
781
Barnes Pettey Financial Advisors
Mississippi
$261K – – –
FMAEN1
782
Fund Management at Engine No 1
California
$261K +$45.1K +355 +18%
BTI
783
Blue Trust Inc
Georgia
$259K +$218K +1,713 New
WA1
784
Wimmer Associates 1
California
$257K +$15.9K +125 +6%
GT
785
Glenview Trust
Kentucky
$256K +$508 +4 +0.2%
DWM
786
Darwin Wealth Management
Florida
$255K +$264K +2,079 New
SAM
787
Security Asset Management
New York
$254K – – –
AR
788
Advisory Research
Illinois
$253K +$66K +519 +30%
SIA
789
Schechter Investment Advisors
Michigan
$252K +$85.9K +676 +44%
GA
790
Greytown Advisors
Florida
$251K – – –
TSWM
791
Triangle Securities Wealth Management
North Carolina
$251K +$41.9K +330 +18%
EM
792
Excalibur Management
Massachusetts
$250K +$48.4K +381 +21%
TIM
793
Thompson Investment Management
Wisconsin
$250K +$280K +2,200 New
IWA
794
Intercontinental Wealth Advisors
Texas
$249K +$23.5K +185 +9%
PWA
795
Phoenix Wealth Advisors
North Carolina
$249K +$25.9K +204 +10%
NIM
796
NuWave Investment Management
New Jersey
$248K +$205K +1,609 +281%
CNAM
797
Campbell Newman Asset Management
Wisconsin
$246K – – –
APA
798
Astoria Portfolio Advisors
New York
$246K +$76.6K +603 +39%
TC
799
TAGStone Capital
North Carolina
$245K +$6.36K +50 +2%
RMCM
800
Reynders McVeigh Capital Management
Massachusetts
$244K -$3.18K -25 -1%
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