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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
826
Paradigm Asset Management
New York
$272K – – –
FC
827
Financial Consulate
Maryland
$272K – – –
WI
828
WrapManager Inc
California
$271K +$277K +1,793 New
EP
829
Eudaimonia Partners
Tennessee
$270K +$275K +1,784 New
SSWM
830
Smith Salley Wealth Management
North Carolina
$269K -$309 -2 -0.1%
ACM
831
Ashford Capital Management
Delaware
$269K – – –
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$269K – – –
SHFA
833
SC&H Financial Advisors
Maryland
$269K – – –
BIA
834
BHK Investment Advisors
Alabama
$266K – – –
CFG
835
Citizens Financial Group
Rhode Island
$265K -$9.26K -60 -3%
MPIA
836
Mountain Pacific Investment Advisers
Idaho
$265K – – –
ONB
837
Old National Bancorp
Indiana
$264K – – –
SPC
838
Stewart & Patten Company
California
$264K +$7.57K +49 +3%
PCS
839
Personal CFO Solutions
New Jersey
$264K +$68.4K +443 +34%
CAG
840
Csenge Advisory Group
Florida
$263K -$122K -787 -31%
SICM
841
Sustainable Insight Capital Management
New York
$263K – – –
FHB
842
First Hawaiian Bank
Hawaii
$262K -$16.4K -106 -6%
CPIA
843
Cornell Pochily Investment Advisors
New York
$262K +$154 +1 +0.1%
BONH
844
Bank of New Hampshire
New Hampshire
$262K +$12.4K +80 +5%
MS
845
Maven Securities
Jersey
$262K +$267K +1,732 New
FWM
846
Frontier Wealth Management
Missouri
$261K -$88.3K -572 -24%
FFM
847
Forum Financial Management
Illinois
$260K – – –
FAFN
848
First Affirmative Financial Network
Colorado
$260K +$21.8K +141 +9%
AR
849
Advisory Research
Illinois
$258K -$68.7K -445 -21%
NFG
850
Nations Financial Group
Iowa
$257K -$1.36M -8,837 -84%
32 33
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35 36