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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
826
Peoples Bank (Ohio)
Ohio
$246K +$246K +2,135 New
PGFC
827
Peapack-Gladstone Financial Corp
New Jersey
$246K – – –
RCM
828
Radnor Capital Management
Pennsylvania
$246K – – –
CWM
829
Cornerstone Wealth Management
Missouri
$245K +$115 +1 +0%
WPW
830
Waldron Private Wealth
Pennsylvania
$244K +$244K +2,118 New
LC
831
LCNB Corp
Ohio
$243K – – –
SC
832
Syon Capital
California
$242K +$6.44K +56 +3%
AFS
833
Annapolis Financial Services
Maryland
$240K +$240K +2,085 New
CCA
834
Checchi Capital Advisers
California
$240K +$4.6K +40 +2%
SP
835
Symmetry Partners
Connecticut
$235K – – –
WMA
836
Wealth Management Associates
New Jersey
$234K – – –
PWM
837
Paulson Wealth Management
Illinois
$234K – – –
SAM
838
Strategy Asset Managers
California
$232K -$7.93K -69 -3%
BFM
839
Boothbay Fund Management
New York
$231K +$230K +2,002 New
G
840
GenTrust
Florida
$231K -$10M -87,156 -98%
MSG
841
Main Street Group
Virginia
$230K – – –
FTWA
842
Fifth Third Wealth Advisors
Ohio
$228K +$227K +1,976 New
UAG
843
United Advisor Group
Ohio
$227K +$26.5K +230 +13%
WC
844
Weil Company
California
$226K +$2.3K +20 +1%
MC
845
Moors & Cabot
Massachusetts
$226K – – –
EFS
846
Essex Financial Services
Connecticut
$225K +$24K +209 +11%
MPIA
847
Mountain Pacific Investment Advisers
Idaho
$225K – – –
BAM
848
Blueshift Asset Management
New Jersey
$224K +$224K +1,946 New
LAM
849
Lewis Asset Management
California
$224K +$8.05K +70 +4%
JIC
850
Joel Isaacson & Co
New York
$223K – – –
32 33
34
35 36