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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
826
Wealth Management Associates
New Jersey
$234K -$62.5K -560 -22%
OAM
827
Ostrum Asset Management
France
$233K – – –
PAMG
828
Patton Albertson Miller Group
Tennessee
$233K -$8.38K -75 -4%
MWM
829
Modera Wealth Management
New Jersey
$232K +$213K +1,903 New
IA
830
IAM Advisory
Pennsylvania
$231K +$212K +1,895 New
WC
831
Woodstock Corp
Massachusetts
$231K – – –
LAM
832
Lewis Asset Management
California
$229K +$210K +1,876 New
HWM
833
HB Wealth Management
Georgia
$229K -$10.6K -95 -5%
BIM
834
Bridges Investment Management
Nebraska
$228K -$44.7K -400 -18%
CI
835
Conning Inc
Connecticut
$226K +$207K +1,855 New
PAI
836
Pittenger & Anderson Inc
Nebraska
$226K -$693K -6,206 -77%
FNBT
837
FineMark National Bank & Trust
Florida
$224K -$23.5K -210 -10%
CF
838
Copperwynd Financial
Arizona
$224K -$18.7K -167 -8%
CVA
839
Central Valley Advisors
California
$223K +$205K +1,833 New
PS
840
Principal Securities
Iowa
$221K +$148K +1,326 +271%
KFS
841
Kurt F. Somerville
$219K +$201K +1,800 New
MMPW
842
Mitchell McLeod Pugh & Williams
Alabama
$219K +$200K +1,793 New
GI
843
GAMMA Investing
California
$218K +$56.8K +509 +40%
AHL
844
Abel Hall LLC
Louisiana
$217K +$199K +1,783 New
FA
845
Faithward Advisors
Pennsylvania
$217K +$199K +1,780 New
KFSC
846
Keystone Financial Services (Colorado)
Colorado
$217K +$199K +1,779 New
SHFA
847
SC&H Financial Advisors
Maryland
$217K +$199K +1,779 New
ISWM
848
Independent Solutions Wealth Management
New York
$216K +$198K +1,772 New
LIM
849
Loudon Investment Management
New Hampshire
$216K -$1.98M -17,734 -91%
AP
850
Adero Partners
California
$215K +$197K +1,765 New
32 33
34
35 36