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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
926
Boston Family Office
Massachusetts
$252K +$260K +1,281 New
SW
927
SkyOak Wealth
Michigan
$252K +$261K +1,283 New
SAM
928
S.A. Mason
Michigan
$251K – – –
DWM
929
Destination Wealth Management
California
$249K – – –
GBT
930
Grove Bank & Trust
Florida
$249K – – –
WP
931
WealthSource Partners
California
$248K -$2.64K -13 -1%
SAM
932
SignalPoint Asset Management
Missouri
$247K +$1.02K +5 +0.4%
APA
933
American Portfolios Advisors
New York
$247K +$56.5K +278 +28%
MCC
934
Money Concepts Capital
Florida
$245K +$253K +1,246 New
MWM
935
Marietta Wealth Management
Georgia
$243K – – –
AAM
936
Arabesque Asset Management
United Kingdom
$243K +$2.84K +14 +1%
CIA
937
Choate Investment Advisors
Massachusetts
$243K +$14.4K +71 +6%
ACI
938
Alpha Cubed Investments
California
$240K – – –
WPW
939
Waldron Private Wealth
Pennsylvania
$240K – – –
MF
940
Montis Financial
Massachusetts
$239K +$247K +1,217 New
JG
941
Jefferies Group
New York
$236K -$2.3M -11,299 -90%
CCA
942
Cobblestone Capital Advisors
New York
$236K – – –
AA
943
Ancora Advisors
Ohio
$233K +$1.42K +7 +0.6%
BAM
944
Barrett Asset Management
New York
$230K +$4.06K +20 +2%
VCM
945
Vigilant Capital Management
Maine
$227K +$223K +1,100 +2,075%
FMI
946
F/M Investments
District of Columbia
$225K – – –
JCM
947
Jacobi Capital Management
Pennsylvania
$223K -$3.05K -15 -1%
RWA
948
Redhawk Wealth Advisors
Minnesota
$223K +$230K +1,134 New
BOS
949
Bank of Stockton
California
$222K – – –
CCP
950
Clarkston Capital Partners
Michigan
$222K +$1.63K +8 +0.7%
36 37
38
39 40