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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
776
Compton Financial Group
Maryland
$291K +$294K +2,847 New
ESB
777
Essex Savings Bank
Connecticut
$291K -$7.53K -73 -3%
TIM
778
Tortoise Investment Management
New York
$290K +$103 +1 +0%
AWM
779
Accel Wealth Management
Iowa
$290K -$49.7K -482 -15%
WB
780
WesBanco Bank
West Virginia
$289K -$35.5K -344 -11%
PCA
781
Purkiss Capital Advisors
Connecticut
$286K -$9.6K -93 -3%
TVAMP
782
Tennessee Valley Asset Management Partners
Tennessee
$285K -$11.6K -112 -4%
CSIC
783
Clifford Swan Investment Counsel
California
$284K -$20.6K -200 -7%
TCA
784
Transcend Capital Advisors
New Jersey
$283K -$330K -3,193 -54%
CFS
785
Coordinated Financial Services
Colorado
$283K +$45.4K +440 +19%
SF
786
Sun Financial
Utah
$282K +$284K +2,751 New
HSA
787
HBK Sorce Advisory
Pennsylvania
$281K +$3.41K +33 +1%
BIG
788
Brooklyn Investment Group
New York
$281K +$277K +2,684 New
CT
789
Coastline Trust
Rhode Island
$278K – – –
BFA
790
Bill Few Associates
Pennsylvania
$276K +$11.6K +112 +4%
HCM
791
Hollencrest Capital Management
California
$276K – – –
MWM
792
Modera Wealth Management
New Jersey
$275K +$1.03K +10 +0.4%
SBFM
793
S-Bank Fund Management
Finland
$275K -$72.7K -704 -21%
LC
794
LCNB Corp
Ohio
$273K +$516 +5 +0.2%
CWM
795
Cornerstone Wealth Management
Missouri
$273K -$722 -7 -0.3%
AW
796
Alchemi Wealth
Connecticut
$272K +$274K +2,656 New
RWM
797
Revisor Wealth Management
Ohio
$271K -$8.67K -84 -3%
WCM
798
Whitener Capital Management
North Carolina
$270K +$20.1K +195 +8%
TE
799
Tema ETFs
New York
$269K -$413 -4 -0.2%
LA
800
Lifeworks Advisors
Michigan
$269K +$3.41K +33 +1%
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