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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
826
Bill Few Associates
Pennsylvania
$234K +$215K +1,922 New
WMA
827
Wealth Management Associates
New Jersey
$234K -$62.5K -560 -22%
OAM
828
Ostrum Asset Management
France
$233K – – –
PAMG
829
Patton Albertson Miller Group
Tennessee
$233K -$8.38K -75 -4%
MWM
830
Modera Wealth Management
New Jersey
$232K +$213K +1,903 New
IA
831
IAM Advisory
Pennsylvania
$231K +$212K +1,895 New
WC
832
Woodstock Corp
Massachusetts
$231K – – –
LAM
833
Lewis Asset Management
California
$229K +$210K +1,876 New
HWM
834
HB Wealth Management
Georgia
$229K -$10.6K -95 -5%
BIM
835
Bridges Investment Management
Nebraska
$228K -$44.7K -400 -18%
CI
836
Conning Inc
Connecticut
$226K +$207K +1,855 New
PAI
837
Pittenger & Anderson Inc
Nebraska
$226K -$693K -6,206 -77%
FNBT
838
FineMark National Bank & Trust
Florida
$224K -$23.5K -210 -10%
CF
839
Copperwynd Financial
Arizona
$224K -$18.7K -167 -8%
CVA
840
Central Valley Advisors
California
$223K +$205K +1,833 New
PS
841
Principal Securities
Iowa
$221K +$148K +1,326 +271%
KFS
842
Kurt F. Somerville
$219K +$201K +1,800 New
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$219K +$200K +1,793 New
GI
844
GAMMA Investing
California
$218K +$56.8K +509 +40%
AHL
845
Abel Hall LLC
Louisiana
$217K +$199K +1,783 New
FA
846
Faithward Advisors
Pennsylvania
$217K +$199K +1,780 New
KFSC
847
Keystone Financial Services (Colorado)
Colorado
$217K +$199K +1,779 New
SHFA
848
SC&H Financial Advisors
Maryland
$217K +$199K +1,779 New
ISWM
849
Independent Solutions Wealth Management
New York
$216K +$198K +1,772 New
LIM
850
Loudon Investment Management
New Hampshire
$216K -$1.98M -17,734 -91%
32 33
34
35 36