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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
901
Allen Capital Group
Nebraska
$280K -$7.52K -37 -3%
MGIM
902
M&G Investment Management
United Kingdom
$278K -$44.9K -221 -14%
BRM
903
Boston Research & Management
Massachusetts
$278K – – –
D
904
Diversified
Delaware
$277K – – –
MCM
905
Mendel Capital Management
Arkansas
$276K +$285K +1,404 New
PRC
906
Pearl River Capital
Michigan
$276K +$285K +1,404 New
TW
907
Towerpoint Wealth
California
$273K – – –
MSWMA
908
Market Street Wealth Management Advisors
Indiana
$272K – – –
IAIM
909
Industrial Alliance Investment Management
Quebec, Canada
$272K +$281K +1,382 New
GD
910
Grandfield & Dodd
New York
$270K +$4.06K +20 +1%
SIMG
911
Sonora Investment Management Group
Arizona
$269K +$278K +1,370 New
IIA
912
ICW Investment Advisors
Arizona
$265K +$1.42K +7 +0.5%
5L
913
55I LLC
Massachusetts
$265K +$14K +69 +5%
SYBT
914
Stock Yards Bank & Trust
Kentucky
$265K +$42.5K +209 +18%
BSW
915
Buckingham Strategic Wealth
Missouri
$262K +$25K +123 +10%
AA
916
Argent Advisors
Louisiana
$261K – – –
EWM
917
Evermay Wealth Management
Virginia
$261K +$60.9K +300 +29%
AFS
918
Access Financial Services
Minnesota
$260K – – –
WC
919
Weil Company
California
$259K +$1.42K +7 +0.5%
AFS
920
Annapolis Financial Services
Maryland
$258K -$66.8K -329 -20%
CA
921
Clearstead Advisors
Ohio
$258K -$10.4K -51 -4%
PFM
922
Parsec Financial Management
North Carolina
$256K – – –
PCS
923
Personal CFO Solutions
New Jersey
$256K +$265K +1,304 New
GLA
924
Good Life Advisors
Pennsylvania
$253K – – –
4WM
925
44 Wealth Management
Oregon
$252K +$12.2K +60 +5%
35 36
37
38 39