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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K – – –
PCG
802
Prosperity Consulting Group
Maryland
$220K -$1.81K -16 -0.8%
EWA
803
Encompass Wealth Advisors
Oregon
$218K – – –
KFS
804
Kurt F. Somerville
$218K – – –
QCM
805
Qsemble Capital Management
New York
$218K +$226K +2,000 New
SAM
806
Strategy Asset Managers
California
$218K -$1.25K -11 -0.5%
RIA
807
Regal Investment Advisors
Michigan
$216K +$225K +1,985 New
FCFC
808
First Commonwealth Financial Corp
Pennsylvania
$213K – – –
QIM
809
Quantitative Investment Management
Virginia
$213K -$195K -1,723 -47%
BCM
810
Boltwood Capital Management
California
$211K – – –
FNBT
811
FineMark National Bank & Trust
Florida
$210K -$566 -5 -0.3%
LWP
812
Lumature Wealth Partners
Georgia
$209K -$21.2K -187 -9%
TCM
813
Triumph Capital Management
Colorado
$206K -$33.9K -300 -14%
EFS
814
Essex Financial Services
Connecticut
$205K +$213K +1,880 New
JIC
815
Joel Isaacson & Co
New York
$203K +$210K +1,860 New
MA
816
MCF Advisors
Kentucky
$201K +$60.4K +534 +41%
ABLA
817
Alan B. Lancz & Associates
Ohio
$201K – – –
JCM
818
Jacobi Capital Management
Pennsylvania
$200K -$115K -1,016 -36%
PP
819
Paloma Partners
Connecticut
$199K +$207K +1,827 New
HS
820
Horan Securities
United States
$191K -$905 -8 -0.5%
BTI
821
Blue Trust Inc
Georgia
$186K +$76.1K +673 +61%
DSC
822
Duncker Streett & Co
Missouri
$186K – – –
DCM
823
Dupont Capital Management
Delaware
$170K -$275K -2,431 -61%
TFP
824
Tilia Fiduciary Partners
North Carolina
$166K +$169K +1,494 +4,980%
SIM
825
Sentry Investment Management
Wisconsin
$166K +$10.5K +93 +7%
31 32
33
34 35