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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$95K +$20.9K +103 +27%
JFA
1002
JNBA Financial Advisors
Minnesota
$94K – – –
WB
1003
Webster Bank
Connecticut
$94K – – –
FA
1004
Financial Advantage
Maryland
$88K – – –
ACA
1005
Atlas Capital Advisors
Wyoming
$85.7K +$65.8K +324 +289%
PMFA
1006
Plante Moran Financial Advisors
Michigan
$85K +$11.6K +57 +15%
CWC
1007
Carolinas Wealth Consulting
North Carolina
$81K +$18.3K +90 +28%
ACM
1008
Aquatic Capital Management
Illinois
$79K +$81.3K +400 New
SCM
1009
Silvant Capital Management
Georgia
$75K – – –
VRS
1010
Virginia Retirement Systems
Virginia
$74.1K – – –
NSB
1011
Norway Savings Bank
Maine
$68K -$10.2K -50 -13%
DAC
1012
Dividend Assets Capital
South Carolina
$68K – – –
MHR
1013
Matthew Hamilton Rosenberg
$64K -$34.7K -171 -34%
TWM
1014
Tradition Wealth Management
Minnesota
$64K +$1.22K +6 +2%
CWP
1015
Concord Wealth Partners
Virginia
$64K +$64.6K +318 +3,180%
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$58K +$1.22K +6 +2%
PSB
1017
Piscataqua Savings Bank
New Hampshire
$57K -$5.08K -25 -8%
HWA
1018
HHM Wealth Advisors
Tennessee
$57K – – –
MA
1019
Montag & Associates
Georgia
$57K – – –
FAG
1020
Fortitude Advisory Group
Washington
$54K +$56.5K +278 New
MTWM
1021
Masso Torrence Wealth Management
New Jersey
$53K +$55K +271 New
COCM
1022
Charter Oak Capital Management
New Hampshire
$52K +$203 +1 +0.4%
TFS
1023
TrustCore Financial Services
Tennessee
$52K +$406 +2 +0.8%
CCM
1024
Chilton Capital Management
Texas
$52K +$53.6K +264 New
HI
1025
Harbour Investments
Wisconsin
$51K -$143K -704 -73%
39 40
41
42 43