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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
801
Boltwood Capital Management
California
$222K – – –
T
802
TRUADVICE
Florida
$221K -$21.2K -194 -9%
FCFC
803
First Commonwealth Financial Corp
Pennsylvania
$219K -$109 -1 -0.1%
FNBT
804
FineMark National Bank & Trust
Florida
$218K +$2.08K +19 +1%
JIC
805
Joel Isaacson & Co
New York
$217K – – –
MWM
806
Modera Wealth Management
New Jersey
$215K +$210K +1,922 New
VFA
807
Valeo Financial Advisors
Indiana
$214K -$156K -1,423 -43%
FT
808
Fiduciary Trust
Massachusetts
$214K -$195K -1,778 -48%
KFS
809
Kurt F. Somerville
$213K – – –
EFS
810
Essex Financial Services
Connecticut
$211K +$1.86K +17 +0.9%
DCM
811
Dupont Capital Management
Delaware
$211K -$52.7K -481 -20%
CI
812
Conning Inc
Connecticut
$211K -$21.9K -200 -10%
AG
813
Ascent Group
Virginia
$210K -$28K -256 -12%
WC
814
Weil Company
California
$210K +$2.3K +21 +1%
SWA
815
Sutton Wealth Advisors
Florida
$208K +$547 +5 +0.3%
PCG
816
Prosperity Consulting Group
Maryland
$208K -$19.8K -181 -9%
HVIA
817
Hudson Valley Investment Advisors
New York
$207K -$123K -1,125 -38%
BW
818
Bison Wealth
Georgia
$207K +$203K +1,850 New
FAFN
819
First Affirmative Financial Network
Colorado
$207K +$6.02K +55 +3%
CF
820
Copperwynd Financial
Arizona
$206K -$7.01K -64 -3%
GL
821
Graypoint LLC
New York
$204K -$149K -1,359 -43%
WCM
822
Whitener Capital Management
North Carolina
$203K +$109 +1 +0.1%
SM
823
Sweeney & Michel
California
$203K +$194K +1,768 New
KA
824
KLCM Advisors
Wisconsin
$203K +$198K +1,809 New
DWM
825
Dakota Wealth Management
Florida
$201K – – –
31 32
33
34 35