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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
801
Essex Savings Bank
Connecticut
$311K – – –
CT
802
Coastline Trust
Rhode Island
$309K – – –
LC
803
LCNB Corp
Ohio
$303K – – –
MWM
804
Modera Wealth Management
New Jersey
$303K +$102 +1 +0%
CI
805
CX Institutional
Indiana
$303K +$26K +254 +11%
IF
806
IRON Financial
Illinois
$302K +$16.6K +162 +6%
TRCT
807
Tower Research Capital (TRC)
New York
$301K +$18.9K +185 +8%
TPW
808
TL Private Wealth
Texas
$300K – – –
CCP
809
Cushing Capital Partners
Wisconsin
$300K -$21K -205 -7%
HFS
810
Hopwood Financial Services
Virginia
$299K -$14.8K -145 -5%
SA
811
SRH Advisors
Kansas
$298K – – –
CCA
812
Checchi Capital Advisers
California
$298K +$20.8K +203 +8%
CIA
813
Capital Investment Advisors
Georgia
$296K +$267K +2,608 New
CA
814
Cullinan Associates
Kentucky
$296K – – –
MG
815
Mather Group
Illinois
$294K +$31.4K +307 +13%
JF
816
Joule Financial
Kentucky
$293K -$3.48K -34 -1%
AWM
817
Accel Wealth Management
Iowa
$292K -$14K -137 -5%
SS
818
SBI Securities
Japan
$292K +$53.8K +526 +26%
PCIA
819
Prime Capital Investment Advisors
Kansas
$291K +$262K +2,561 New
TCM
820
Traub Capital Management
Massachusetts
$290K -$24.5K -240 -9%
SAM
821
Smartleaf Asset Management
Massachusetts
$289K – – –
JSSH
822
J. Safra Sarasin Holding
$288K +$259K +2,533 New
OP
823
Oslo Pensjonsforsikring
$288K – – –
AW
824
Alchemi Wealth
Connecticut
$286K -$22K -215 -8%
APA
825
Astoria Portfolio Advisors
New York
$285K +$50.3K +492 +24%
31 32
33
34 35