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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
926
Fukoku Mutual Life Insurance
Japan
$200K +$180K +1,761 New
C
927
Covestor
United Kingdom
$193K +$74.3K +726 +75%
HBW
928
Hazlett, Burt & Watson
West Virginia
$188K -$35.7K -349 -17%
LS
929
Livforsakringsbolaget Skandia
Sweden
$181K – – –
NFSG
930
Newbridge Financial Services Group
Florida
$181K -$11.3K -110 -6%
TWIM
931
TIAA Wealth Investment Management
New York
$164K +$42.2K +413 +40%
PTC
932
Private Trust Company
Ohio
$162K -$307 -3 -0.2%
RF
933
Rossby Financial
Florida
$161K -$2.46K -24 -2%
KFI
934
Key Financial Inc
Pennsylvania
$153K -$1.94K -19 -1%
VCM
935
Versant Capital Management
Arizona
$145K -$31.5K -308 -19%
MO
936
McMillan Office
Michigan
$142K – – –
CCWM
937
Cassaday & Co Wealth Management
Virginia
$141K -$818 -8 -0.6%
CFO
938
CVA Family Office
Colorado
$137K +$46.9K +459 +62%
EWA
939
EverSource Wealth Advisors
Alabama
$136K -$81.6K -798 -40%
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$131K +$10.1K +99 +9%
BWA
941
Basecamp Wealth Advisors
Washington
$124K -$15.6K -153 -12%
AG
942
AmeriFlex Group
Nevada
$121K +$4.71K +46 +5%
WT
943
Whittier Trust
California
$120K -$19.3K -189 -16%
CT
944
Caldwell Trust
Florida
$116K -$97.6K -954 -48%
MB
945
MidFirst Bank
Oklahoma
$116K – – –
TIM
946
Thompson Investment Management
Wisconsin
$114K – – –
ABWM
947
Alpine Bank Wealth Management
Colorado
$114K +$102K +1,000 New
MPW
948
MASECO Private Wealth
$112K +$1.23K +12 +1%
IFWM
949
Institute for Wealth Management
Colorado
$112K +$101K +984 New
BCWM
950
Bartlett & Co Wealth Management
Ohio
$103K +$1.02K +10 +1%
36 37
38
39 40