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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1001
Financial Management Professionals
Texas
$99K -$1.22K -6 -1%
FA
1002
Fortis Advisors
Pennsylvania
$98K – – –
ST
1003
Smithfield Trust
Pennsylvania
$96K – – –
PPWM
1004
PFG Private Wealth Management
Florida
$96K +$6.3K +31 +7%
KA
1005
Kozak & Associates
Colorado
$95K +$813 +4 +0.6%
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$95K +$20.9K +103 +27%
JFA
1007
JNBA Financial Advisors
Minnesota
$94K – – –
WB
1008
Webster Bank
Connecticut
$94K – – –
FA
1009
Financial Advantage
Maryland
$88K – – –
ACA
1010
Atlas Capital Advisors
Wyoming
$85.7K +$65.8K +324 +289%
PMFA
1011
Plante Moran Financial Advisors
Michigan
$85K +$11.6K +57 +15%
CWC
1012
Carolinas Wealth Consulting
North Carolina
$81K +$18.3K +90 +28%
ACM
1013
Aquatic Capital Management
Illinois
$79K +$81.3K +400 New
SCM
1014
Silvant Capital Management
Georgia
$75K – – –
NSB
1015
Norway Savings Bank
Maine
$68K -$10.2K -50 -13%
DAC
1016
Dividend Assets Capital
South Carolina
$68K – – –
MHR
1017
Matthew Hamilton Rosenberg
$64K -$34.7K -171 -34%
TWM
1018
Tradition Wealth Management
Minnesota
$64K +$1.22K +6 +2%
CWP
1019
Concord Wealth Partners
Virginia
$64K +$64.6K +318 +3,180%
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$58K +$1.22K +6 +2%
PSB
1021
Piscataqua Savings Bank
New Hampshire
$57K -$5.08K -25 -8%
HWA
1022
HHM Wealth Advisors
Tennessee
$57K – – –
MA
1023
Montag & Associates
Georgia
$57K – – –
FAG
1024
Fortitude Advisory Group
Washington
$54K +$56.5K +278 New
MTWM
1025
Masso Torrence Wealth Management
New Jersey
$53K +$55K +271 New
39 40
41
42 43