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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
826
Thoroughbred Financial Services
Tennessee
$229K -$257K -2,576 -55%
CWM
827
Cornerstone Wealth Management
Missouri
$228K -$17.9K -180 -8%
C
828
Certuity
Florida
$228K +$211K +2,121 New
PGFC
829
Peapack-Gladstone Financial Corp
New Jersey
$228K -$2.29K -23 -1%
PG
830
Prostatis Group
Maryland
$227K -$598 -6 -0.3%
SF
831
Summit Financial
New Jersey
$222K -$183K -1,841 -47%
SN
832
Sittner & Nelson
Oregon
$221K +$40.8K +410 +25%
FNBT
833
FineMark National Bank & Trust
Florida
$221K +$10.5K +105 +5%
MSG
834
Main Street Group
Virginia
$218K +$201K +2,020 New
BP
835
Ballentine Partners
Massachusetts
$216K -$4.63M -46,463 -96%
CF
836
Copperwynd Financial
Arizona
$216K +$200K +2,004 New
ESB
837
Essex Savings Bank
Connecticut
$215K -$254K -2,549 -56%
PAMG
838
Patton Albertson Miller Group
Tennessee
$214K -$34.9K -350 -15%
EH
839
Equitable Holdings
New York
$213K +$197K +1,978 New
HWM
840
HB Wealth Management
Georgia
$212K -$352K -3,535 -64%
DCM
841
DGS Capital Management
New Jersey
$212K -$87.9K -882 -31%
JIC
842
Joel Isaacson & Co
New York
$208K – – –
PCS
843
Personal CFO Solutions
New Jersey
$208K +$2.79K +28 +1%
PWM
844
Paulson Wealth Management
Illinois
$208K +$193K +1,933 New
BC
845
Bridgefront Capital
Texas
$207K +$192K +1,924 New
WC
846
Weil Company
California
$207K +$191K +1,918 New
OAM
847
Ostrum Asset Management
France
$206K -$315K -3,162 -62%
LA
848
Lane & Associates
New Jersey
$205K -$95.6K -960 -34%
WC
849
Woodstock Corp
Massachusetts
$204K -$54.8K -550 -22%
EFS
850
Essex Financial Services
Connecticut
$204K +$188K +1,890 New
32 33
34
35 36