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T. Rowe Price
TROW

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