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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
801
Bill Few Associates
Pennsylvania
$270K +$48.2K +419 +22%
FFN
802
Focus Financial Network
Minnesota
$269K +$261K +2,273 New
LCM
803
Liberty Capital Management
Michigan
$269K – – –
CFG
804
Cooper Financial Group
California
$268K -$3.22K -28 -1%
CI
805
Cigna Investments
Connecticut
$268K -$4.6K -40 -2%
JCIA
806
Jackson Creek Investment Advisors
Colorado
$268K +$268K +2,327 New
WCM
807
Whitener Capital Management
North Carolina
$268K – – –
BPFA
808
Barnes Pettey Financial Advisors
Mississippi
$265K – – –
SW
809
SVB Wealth
Massachusetts
$264K +$7.82K +68 +3%
FPAS
810
Focus Partners Advisor Solutions
Missouri
$263K +$65.6K +570 +33%
HWM
811
HB Wealth Management
Georgia
$263K +$46.2K +402 +21%
FMLI
812
Fukoku Mutual Life Insurance
Japan
$260K – – –
ESB
813
Essex Savings Bank
Connecticut
$259K +$28.9K +251 +13%
SIA
814
Soltis Investment Advisors
Utah
$259K -$12.5K -109 -5%
EH
815
Equitable Holdings
New York
$257K -$19.2K -167 -7%
WCF
816
West Coast Financial
California
$257K – – –
PWA
817
Phoenix Wealth Advisors
North Carolina
$254K +$7.71K +67 +3%
RGC
818
Roberts, Glore & Co
Illinois
$250K – – –
BSW
819
Buckingham Strategic Wealth
Missouri
$249K +$248K +2,157 New
AIC
820
Archer Investment Corporation
Indiana
$249K – – –
AAS
821
Ameritas Advisory Services
Nebraska
$249K +$2.19K +19 +0.9%
CWG
822
Cornerstone Wealth Group
North Carolina
$248K +$7.93K +69 +3%
SN
823
Sittner & Nelson
Oregon
$248K – – –
WDA
824
Wendell David Associates
New Hampshire
$247K – – –
PBO
825
Peoples Bank (Ohio)
Ohio
$246K +$246K +2,135 New
31 32
33
34 35