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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
776
Flywheel Private Wealth
California
$323K +$331K +2,860 New
HSA
777
HBK Sorce Advisory
Pennsylvania
$323K +$1.5K +13 +0.5%
AWM
778
Allen Wealth Management
North Carolina
$323K -$11.6K -100 -3%
TIM
779
Tortoise Investment Management
New York
$319K – – –
MIM
780
Morningstar Investment Management
Illinois
$318K -$4.98K -43 -2%
HPM
781
Hoxton Planning & Management
West Virginia
$314K +$63.6K +549 +25%
PCS
782
Personal CFO Solutions
New Jersey
$312K +$8.92K +77 +3%
HBW
783
Hazlett, Burt & Watson
West Virginia
$312K – – –
SRIM
784
Saratoga Research & Investment Management
California
$309K +$26.6K +230 +9%
HAS
785
Horizon Advisory Services
New York
$308K +$316K +2,725 New
MOS
786
MGO One Seven
Ohio
$308K +$315K +2,721 New
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$307K +$2.2K +19 +0.7%
HCM
788
Hollencrest Capital Management
California
$305K – – –
HR
789
Hardy Reed
Mississippi
$305K – – –
HWM
790
HB Wealth Management
Georgia
$304K +$34.3K +296 +12%
TA
791
TFG Advisers
Michigan
$301K +$25.7K +222 +9%
SIA
792
Summit Investment Advisors
Maryland
$300K +$324K +2,800 New
WIA
793
World Investment Advisors
California
$300K +$16.9K +146 +6%
BWM
794
Blossom Wealth Management
California
$299K +$14.8K +128 +5%
TAM
795
Trust Asset Management
Texas
$295K – – –
CA
796
Cullinan Associates
Kentucky
$294K -$58.4K -504 -16%
LG
797
LaFleur & Godfrey
Michigan
$292K – – –
NG
798
Novem Group
New York
$291K +$298K +2,571 New
ACS
799
Archford Capital Strategies
Illinois
$290K -$23.2K -200 -7%
CIA
800
Choate Investment Advisors
Massachusetts
$289K +$296K +2,556 New
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