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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
951
IBEX Wealth Advisors
New Jersey
$204K +$219K +1,038 New
CNC
952
Canandaigua National Corp
New York
$203K -$51.6K -245 -19%
CA
953
Claro Advisors
Massachusetts
$203K +$217K +1,030 New
EWM
954
Evermay Wealth Management
Virginia
$202K -$9.9K -47 -4%
FRM
955
Fox Run Management
Connecticut
$201K +$215K +1,023 New
RP
956
Rowlandmiller & Partners
Georgia
$200K -$4.49M -21,316 -93%
BFM
957
Boothbay Fund Management
New York
$200K +$214K +1,018 New
LS
958
Leelyn Smith
Illinois
$199K – – –
SBL
959
Sargent Bickham Lagudis
Colorado
$197K – – –
FGAM
960
Financial Gravity Asset Management
Texas
$197K +$211 +1 +2%
APA
961
American Portfolios Advisors
New York
$192K +$57.5K +273 +39%
HI
962
Harbour Investments
Wisconsin
$189K +$12.2K +58 +6%
BCA
963
Berman Capital Advisors
Georgia
$184K +$37.5K +178 +23%
SIC
964
Salem Investment Counselors
North Carolina
$177K – – –
LC
965
Lindbrook Capital
California
$175K +$2.95K +14 +2%
LWA
966
Lowe Wealth Advisors
Maryland
$169K – – –
KPCM
967
Kings Point Capital Management
New York
$161K – – –
EI
968
Ellevest Inc
New York
$158K +$130K +618 +334%
CI
969
CX Institutional
Indiana
$156K +$7.58K +36 +5%
HPC
970
HM Payson & Co
Maine
$153K -$20.6K -98 -11%
CFGS
971
Concourse Financial Group Securities
Alabama
$150K +$1.05K +5 +0.7%
KA
972
Kozak & Associates
Colorado
$147K +$143K +680 New
HFM
973
Harvest Fund Management
China
$139K – – –
TFM
974
TFC Financial Management
Massachusetts
$139K – – –
DOA
975
D'Orazio & Associates
Virginia
$132K +$61.9K +294 +78%
37 38
39
40 41