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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
851
IAM Advisory
Pennsylvania
$217K -$1.15K -10 -0.5%
PP
852
PrairieView Partners
Minnesota
$217K +$217K +1,885 New
EP
853
Edgestream Partners
New Jersey
$215K -$1.13M -9,790 -84%
CF
854
Copperwynd Financial
Arizona
$214K +$4.14K +36 +2%
WC
855
Woodstock Corp
Massachusetts
$214K -$4.6K -40 -2%
CI
856
Conning Inc
Connecticut
$214K – – –
DP
857
Dearborn Partners
Illinois
$213K -$4.28M -37,178 -95%
IPW
858
Invictus Private Wealth
Colorado
$213K -$26.1K -227 -11%
MWM
859
Modera Wealth Management
New Jersey
$213K -$6.33K -55 -3%
FNBT
860
FineMark National Bank & Trust
Florida
$210K -$2.19K -19 -1%
SIMG
861
Sonora Investment Management Group
Arizona
$208K – – –
KFS
862
Kurt F. Somerville
$208K – – –
OHWA
863
Oak Hill Wealth Advisors
Virginia
$208K +$207K +1,800 New
KFSC
864
Keystone Financial Services (Colorado)
Colorado
$207K +$1.61K +14 +0.8%
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$207K – – –
FAFN
866
First Affirmative Financial Network
Colorado
$206K +$3.79K +33 +2%
SHFA
867
SC&H Financial Advisors
Maryland
$205K – – –
BA
868
Bridgewater Associates
Connecticut
$205K -$206K -1,791 -50%
EWM
869
Evermay Wealth Management
Virginia
$205K +$86.3K +750 +73%
IWA
870
Icon Wealth Advisors
Texas
$205K +$84.3K +733 +69%
OAM
871
Ostrum Asset Management
France
$204K -$15.9K -138 -7%
LIM
872
Loudon Investment Management
New Hampshire
$204K – – –
AP
873
Adero Partners
California
$204K +$230 +2 +0.1%
FCFC
874
First Commonwealth Financial Corp
Pennsylvania
$201K +$1.96K +17 +1%
S
875
Sachetta
Massachusetts
$197K -$11K -96 -5%
33 34
35
36 37