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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
901
Measured Wealth Private Client Group
New Hampshire
$251K -$97.7K -464 -27%
SAM
902
S.A. Mason
Michigan
$251K – – –
WP
903
WealthSource Partners
California
$251K +$25.1K +119 +10%
DWM
904
Destination Wealth Management
California
$249K – – –
GBT
905
Grove Bank & Trust
Florida
$249K – – –
SAM
906
SignalPoint Asset Management
Missouri
$247K – – –
MWM
907
Marietta Wealth Management
Georgia
$243K -$4.84K -23 -2%
AAM
908
Arabesque Asset Management
United Kingdom
$241K -$11.8K -56 -4%
ACI
909
Alpha Cubed Investments
California
$241K – – –
CAM
910
CenterStar Asset Management
Illinois
$241K – – –
4WM
911
44 Wealth Management
Oregon
$240K +$257K +1,221 New
EN1L
912
Engine No 1 LLC
California
$240K +$257K +1,221 New
WPW
913
Waldron Private Wealth
Pennsylvania
$240K +$258K +1,225 New
BSW
914
Buckingham Strategic Wealth
Missouri
$238K +$2.53K +12 +1%
CCA
915
Cobblestone Capital Advisors
New York
$236K – – –
ALAM
916
Asahi Life Asset Management
Japan
$236K +$179K +850 +243%
AA
917
Ancora Advisors
Ohio
$232K +$9.9K +47 +4%
CIA
918
Choate Investment Advisors
Massachusetts
$229K +$1.05K +5 +0.4%
BAM
919
Barrett Asset Management
New York
$226K – – –
JCM
920
Jacobi Capital Management
Pennsylvania
$226K +$52.9K +251 +28%
FMI
921
F/M Investments
District of Columbia
$225K -$2.11K -10 -0.9%
SYBT
922
Stock Yards Bank & Trust
Kentucky
$224K – – –
BU
923
BBVA USA
Alabama
$223K -$10.1K -48 -4%
BOS
924
Bank of Stockton
California
$222K – – –
ICM
925
IMS Capital Management
Oregon
$221K – – –
35 36
37
38 39