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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
801
Barrett Asset Management
New York
$59K +$54.2K +475 New
LWM
802
Lenox Wealth Management
Ohio
$58K +$2.39K +21 +5%
TPCW
803
TD Private Client Wealth
New York
$57.1K +$684 +6 +1%
AIM
804
AIA Investment Management
Singapore
$57K – – –
MIFH
805
Migdal Insurance & Financial Holdings
Israel
$52K -$3.08K -27 -6%
HDIM
806
Hanson & Doremus Investment Management
Vermont
$51K – – –
FMP
807
Financial Management Professionals
Texas
$50K +$46K +403 New
HFM
808
Harvest Fund Management
China
$48K – – –
FAM
809
Fred Alger Management
New York
$47K -$47.2K -414 -52%
PO
810
Private Ocean
California
$47K – – –
SCM
811
Silvant Capital Management
Georgia
$47K – – –
HWA
812
Heritage Wealth Advisors
Virginia
$46.4K +$228 +2 +0.5%
FHA
813
First Horizon Advisors
Tennessee
$46K +$5.7K +50 +15%
ST
814
Smithfield Trust
Pennsylvania
$44K +$18.2K +160 +80%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$42K +$10K +88 +35%
NSB
816
Norway Savings Bank
Maine
$41K – – –
PCM
817
Penserra Capital Management
California
$40K -$996K -8,731 -96%
SIAS
818
Shine Investment Advisory Services
Colorado
$40K – – –
DOA
819
D'Orazio & Associates
Virginia
$37K – – –
PMFA
820
Plante Moran Financial Advisors
Michigan
$37K +$3.19K +28 +10%
HWA
821
HHM Wealth Advisors
Tennessee
$36K – – –
CWC
822
Carolinas Wealth Consulting
North Carolina
$32K +$29.8K +261 New
BWA
823
BDO Wealth Advisors
Florida
$31K – – –
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
CYG
825
Clean Yield Group
Vermont
$31K +$4.9K +43 +21%
31 32
33
34 35