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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
851
Barnes Pettey Financial Advisors
Mississippi
$263K +$1.02K +10 +0.4%
BTD
852
BankPlus Trust Department
Mississippi
$261K -$61.4K -600 -21%
TCWA
853
Turtle Creek Wealth Advisors
Texas
$261K +$235K +2,299 New
PCG
854
Prosperity Consulting Group
Maryland
$261K +$235K +2,294 New
MAS
855
Meeder Advisory Services
Ohio
$261K +$234K +2,291 New
VDI
856
Vaughan David Investments
Illinois
$260K -$19.2K -188 -8%
FCIM
857
Fairview Capital Investment Management
California
$259K – – –
SF
858
Sun Financial
Utah
$259K -$42.4K -415 -15%
QPWM
859
Quadrant Private Wealth Management
Pennsylvania
$258K +$232K +2,270 New
LA
860
Lifeworks Advisors
Michigan
$256K -$43.2K -422 -16%
SW
861
Simplicity Wealth
New Jersey
$256K +$230K +2,253 New
RCM
862
RNC Capital Management
California
$255K +$229K +2,242 New
FT
863
Fiduciary Trust
Massachusetts
$254K +$228K +2,234 New
PCM
864
Polymer Capital Management
New York
$253K +$228K +2,229 New
PT
865
Plimoth Trust
Massachusetts
$252K – – –
IFG
866
Independent Financial Group
California
$250K -$24K -235 -10%
SDIC
867
South Dakota Investment Council
South Dakota
$250K -$20.5K -200 -8%
SFC
868
SYM Financial Corp
Indiana
$248K +$223K +2,183 New
LG
869
LaFleur & Godfrey
Michigan
$248K -$43.7K -427 -16%
AA
870
Apriem Advisors
California
$247K -$31.6K -309 -12%
ISWM
871
Independent Solutions Wealth Management
New York
$246K +$221K +2,165 New
WC
872
Weil Company
California
$246K +$221K +2,162 New
LIA
873
LS Investment Advisors
Michigan
$245K +$220K +2,151 New
WWM
874
Western Wealth Management
Colorado
$244K -$193K -1,889 -47%
TP
875
Thayer Partners
Pennsylvania
$244K -$35.8K -350 -14%
33 34
35
36 37