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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
901
Boston Research & Management
Massachusetts
$214K – – –
MTC
902
Matrix Trust Company
Colorado
$214K +$218K +1,414 New
TW
903
Towerpoint Wealth
California
$213K +$2.93K +19 +1%
SAM
904
SignalPoint Asset Management
Missouri
$213K +$22.9K +148 +12%
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$213K +$217K +1,407 New
BG
906
Bahl & Gaynor
Ohio
$212K -$48.8K -316 -18%
ACM
907
Azimuth Capital Management
Michigan
$212K -$9.26K -60 -4%
BPWM
908
Badgley Phelps Wealth Managers
Washington
$211K -$5.09K -33 -2%
RI
909
Ridgewood Investments
New Jersey
$210K +$215K +1,391 New
MSWMA
910
Market Street Wealth Management Advisors
Indiana
$209K – – –
D
911
Diversified
Delaware
$206K -$6.79K -44 -3%
SW
912
SkyOak Wealth
Michigan
$206K +$11.9K +77 +6%
FA
913
FDx Advisors
Illinois
$205K -$80.8K -523 -28%
IIA
914
ICW Investment Advisors
Arizona
$205K +$1.7K +11 +0.8%
SYBT
915
Stock Yards Bank & Trust
Kentucky
$204K – – –
BFM
916
Boothbay Fund Management
New York
$202K +$206K +1,333 New
WC
917
Weil Company
California
$201K +$1.7K +11 +0.8%
AA
918
Argent Advisors
Louisiana
$200K – – –
EWM
919
Evermay Wealth Management
Virginia
$200K – – –
GD
920
Grandfield & Dodd
New York
$200K – – –
WPW
921
Waldron Private Wealth
Pennsylvania
$200K +$16.1K +104 +8%
JWM
922
Janiczek Wealth Management
Colorado
$193K -$115K -743 -37%
SAM
923
S.A. Mason
Michigan
$193K – – –
AFS
924
Annapolis Financial Services
Maryland
$191K -$7.87K -51 -4%
DCM
925
Dupont Capital Management
Delaware
$191K +$30.9K +200 +19%
35 36
37
38 39