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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
851
Adero Partners
California
$215K +$197K +1,765 New
ESB
852
Essex Savings Bank
Connecticut
$215K – – –
FAFN
853
First Affirmative Financial Network
Colorado
$213K +$195K +1,749 New
UAG
854
United Advisor Group
Ohio
$212K +$194K +1,739 New
FFP
855
FourThought Financial Partners
Florida
$212K -$15K -134 -7%
HS
856
Horan Securities
United States
$211K +$193K +1,731 New
A
857
AlphaQuest
New York
$211K -$769K -6,883 -80%
FCFC
858
First Commonwealth Financial Corp
Pennsylvania
$210K -$16.4K -147 -8%
SSW
859
Smith Shellnut Wilson
Mississippi
$210K +$192K +1,719 New
FPAS
860
Focus Partners Advisor Solutions
Missouri
$209K +$191K +1,714 New
SIMG
861
Sonora Investment Management Group
Arizona
$208K +$190K +1,704 New
BEAM
862
Baker Ellis Asset Management
Washington
$207K +$190K +1,700 New
SPC
863
Stewart & Patten Company
California
$207K +$190K +1,700 New
WI
864
WrapManager Inc
California
$207K +$189K +1,696 New
WF
865
Welch & Forbes
Massachusetts
$207K +$189K +1,695 New
SF
866
Symphony Financial
Texas
$206K -$612K -5,480 -76%
MC
867
Matisse Capital
Oregon
$206K +$189K +1,690 New
HPM
868
Hoxton Planning & Management
West Virginia
$204K +$187K +1,672 New
BWP
869
BSW Wealth Partners
Colorado
$203K +$186K +1,662 New
EIP
870
Ellis Investment Partners
Pennsylvania
$202K +$185K +1,660 New
BP
871
Ballentine Partners
Massachusetts
$202K -$38.8K -347 -17%
CGL
872
Clarius Group LLC
Washington
$202K +$185K +1,658 New
RWP
873
RWA Wealth Partners
Massachusetts
$202K +$185K +1,657 New
PCTC
874
Perkins Coie Trust Company
Washington
$200K – – –
S
875
Sachetta
Massachusetts
$198K – – –
33 34
35
36 37