| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing TROW Share Count |
|---|
| Iron Horse Wealth Management LLC |
11 |
121 |
+110 |
+1000.00% |
| Bruce G. Allen Investments LLC |
17 |
107 |
+90 |
+529.41% |
| Los Angeles Capital Management & Equity Research Inc. |
54,006 |
319,887 |
+265,881 |
+492.32% |
| Partnership Wealth Management LLC |
3,080 |
17,365 |
+14,285 |
+463.80% |
| Benin Management CORP |
2,660 |
7,648 |
+4,988 |
+187.52% |
| Banque Cantonale Vaudoise |
8,426 |
19,977 |
+11,551 |
+137.09% |
| JJJ Advisors Inc. |
1,288 |
2,560 |
+1,272 |
+98.76% |
| Revisor Wealth Management LLC |
2,129 |
4,166 |
+2,037 |
+95.68% |
| Saratoga Research & Investment Management |
3,148 |
5,208 |
+2,060 |
+65.44% |
| DGS Capital Management LLC |
1,964 |
3,082 |
+1,118 |
+56.92% |
| Capstone Triton Financial Group LLC |
3,313 |
5,073 |
+1,760 |
+53.12% |
| LVW Advisors LLC |
2,870 |
4,338 |
+1,468 |
+51.15% |
| First Citizens Bank & Trust Co. |
45,588 |
67,746 |
+22,158 |
+48.60% |
| Venturi Wealth Management LLC |
63 |
93 |
+30 |
+47.62% |
| Financial Management Professionals Inc. |
11 |
16 |
+5 |
+45.45% |
| Grimes & Company Inc. |
124,702 |
178,592 |
+53,890 |
+43.22% |
| GAMMA Investing LLC |
1,282 |
1,791 |
+509 |
+39.70% |
| Claro Advisors LLC |
5,136 |
7,165 |
+2,029 |
+39.51% |
| Confluence Wealth Services Inc. |
5,854 |
7,990 |
+2,136 |
+36.49% |
| Arden Trust Co |
2,186 |
2,977 |
+791 |
+36.18% |
| Hennion & Walsh Asset Management Inc. |
7,757 |
10,436 |
+2,679 |
+34.54% |
| Carderock Capital Management Inc. |
7,600 |
10,100 |
+2,500 |
+32.89% |
| Touchstone Capital Inc. |
49,579 |
64,396 |
+14,817 |
+29.89% |
| TAP Consulting LLC |
16,775 |
21,151 |
+4,376 |
+26.09% |
| Wiley BROS. Aintree Capital LLC |
3,412 |
4,277 |
+865 |
+25.35% |
| Premier Path Wealth Partners LLC |
9,100 |
11,248 |
+2,148 |
+23.60% |
| Whitener Capital Management Inc. |
1,880 |
2,320 |
+440 |
+23.40% |
| AdvisorNet Financial Inc |
20 |
24 |
+4 |
+20.00% |
| Hexagon Capital Partners LLC |
157 |
186 |
+29 |
+18.47% |
| RFG Advisory LLC |
16,184 |
19,079 |
+2,895 |
+17.89% |
| International Assets Investment Management LLC |
8,377 |
9,867 |
+1,490 |
+17.79% |
| Occidental Asset Management LLC |
21,307 |
24,745 |
+3,438 |
+16.14% |
| United Asset Strategies Inc. |
8,255 |
9,457 |
+1,202 |
+14.56% |
| Congress Wealth Management LLC DE |
75,748 |
86,775 |
+11,027 |
+14.56% |
| Martin Capital Partners LLC |
48,136 |
55,117 |
+6,981 |
+14.50% |
| Spire Wealth Management |
2,618 |
2,980 |
+362 |
+13.83% |
| Veriti Management LLC |
4,285 |
4,861 |
+576 |
+13.44% |
| Legacy Financial Strategies LLC |
19,419 |
21,831 |
+2,412 |
+12.42% |
| Pallas Capital Advisors LLC |
2,325 |
2,607 |
+282 |
+12.13% |
| Cardinal Capital Management |
50,459 |
56,311 |
+5,852 |
+11.60% |
| Congress Asset Management Co. MA |
125,332 |
138,202 |
+12,870 |
+10.27% |
| Elevated Capital Advisors LLC |
6,077 |
6,701 |
+624 |
+10.27% |
| Cullen Investment Group LTD. |
8,854 |
9,664 |
+810 |
+9.15% |
| TrimTabs Asset Management LLC |
19,508 |
21,223 |
+1,715 |
+8.79% |
| Donaldson Capital Management LLC |
356,559 |
385,852 |
+29,293 |
+8.22% |
| Strategic Investment Advisors MI |
11,126 |
11,982 |
+856 |
+7.69% |
| Massmutual Trust Co. FSB ADV |
1,150 |
1,236 |
+86 |
+7.48% |
| DMG Group LLC |
4,378 |
4,703 |
+325 |
+7.42% |
| Allspring Global Investments Holdings LLC |
12,831 |
13,658 |
+827 |
+6.45% |
| Lane & Associates LLC |
1,904 |
2,012 |
+108 |
+5.67% |
| Willis Investment Counsel |
208,683 |
220,249 |
+11,566 |
+5.54% |
| Dakota Wealth Management |
3,447 |
3,631 |
+184 |
+5.34% |
| Park Place Capital Corp |
300 |
316 |
+16 |
+5.33% |
| OLD National Bancorp IN |
59,116 |
62,214 |
+3,098 |
+5.24% |
| Summit Trail Advisors LLC |
2,929 |
3,062 |
+133 |
+4.54% |
| Private Trust Co. NA |
4,122 |
4,307 |
+185 |
+4.49% |
| Wealthfront Advisers LLC |
26,165 |
27,270 |
+1,105 |
+4.22% |
| Archford Capital Strategies LLC |
11,994 |
12,475 |
+481 |
+4.01% |
| Twelve Points Wealth Management LLC |
4,409 |
4,576 |
+167 |
+3.79% |
| Capital Advisors Ltd. LLC |
136 |
141 |
+5 |
+3.68% |
| CENTRAL TRUST Co |
2,928 |
3,034 |
+106 |
+3.62% |
| Leavell Investment Management Inc. |
3,192 |
3,298 |
+106 |
+3.32% |
| Piscataqua Savings Bank |
241 |
248 |
+7 |
+2.90% |
| Papp L Roy & Associates |
158,875 |
163,466 |
+4,591 |
+2.89% |
| Essex Financial Services Inc. |
1,890 |
1,937 |
+47 |
+2.49% |
| Valeo Financial Advisors LLC |
2,587 |
2,650 |
+63 |
+2.44% |
| Ridgewood Investments LLC |
15,120 |
15,477 |
+357 |
+2.36% |
| Global Retirement Partners LLC |
5,404 |
5,528 |
+124 |
+2.29% |
| Cooper Financial Group |
2,303 |
2,353 |
+50 |
+2.17% |
| Wealth Enhancement Advisory Services LLC |
127,967 |
130,590 |
+2,623 |
+2.05% |
| Blossom Wealth Management |
2,314 |
2,359 |
+45 |
+1.94% |
| Unison Advisors LLC |
16,274 |
16,552 |
+278 |
+1.71% |
| MCF Advisors LLC |
5,861 |
5,953 |
+92 |
+1.57% |
| Stratos Wealth Partners LTD. |
23,569 |
23,883 |
+314 |
+1.33% |
| Main Street Financial Solutions LLC |
3,371 |
3,415 |
+44 |
+1.31% |
| Portside Wealth Group LLC |
4,860 |
4,922 |
+62 |
+1.28% |
| Eldred Rock Partners LLC |
62,681 |
63,480 |
+799 |
+1.27% |
| Marino Stram & Associates LLC |
2,797 |
2,830 |
+33 |
+1.18% |
| Lantz Financial LLC |
15,585 |
15,764 |
+179 |
+1.15% |
| Rowland & Co. Investment Counsel ADV |
44,883 |
45,387 |
+504 |
+1.12% |
| Cambridge Investment Research Advisors Inc. |
40,811 |
41,202 |
+391 |
+0.96% |
| Hedeker Wealth LLC |
11,571 |
11,679 |
+108 |
+0.93% |
| Tilia Fiduciary Partners Inc. |
8,252 |
8,328 |
+76 |
+0.92% |
| West Oak Capital LLC |
7,125 |
7,185 |
+60 |
+0.84% |
| Wealth Alliance Advisory Group LLC |
4,378 |
4,414 |
+36 |
+0.82% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
96,172 |
96,887 |
+715 |
+0.74% |
| Guinness Asset Management LTD |
2,724 |
2,744 |
+20 |
+0.73% |
| Czech National Bank |
39,140 |
39,395 |
+255 |
+0.65% |
| Raymond James & Associates |
204,814 |
206,125 |
+1,311 |
+0.64% |
| Fortune Financial Advisors LLC |
4,009 |
4,021 |
+12 |
+0.30% |
| ST Germain D J Co. Inc. |
30,977 |
31,065 |
+88 |
+0.28% |
| MV Capital Management Inc. |
372 |
373 |
+1 |
+0.27% |
| State of Michigan Retirement System |
65,213 |
65,313 |
+100 |
+0.15% |
| Salem Investment Counselors Inc. |
90,223 |
90,359 |
+136 |
+0.15% |
| Ferguson Wellman Capital Management Inc. |
4,019 |
4,024 |
+5 |
+0.12% |
| Steigerwald Gordon & Koch Inc. |
110,776 |
110,896 |
+120 |
+0.11% |
| Cornerstone Wealth Management LLC |
2,122 |
2,123 |
+1 |
+0.05% |
| Financial Management Network Inc. |
2,509 |
2,510 |
+1 |
+0.04% |
| Parcion Private Wealth LLC |
36,122 |
36,133 |
+11 |
+0.03% |
| Midwest Financial Group LLC |
5,216 |
5,217 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In TROW |
|---|
| Criterion Capital Advisors LLC |
0 |
0 |
UNCH |
100% |
| Stewart & Patten Co. LLC |
0 |
1,700 |
+1,700 |
+100% |
| Norwood Financial Corp |
0 |
150 |
+150 |
+100% |
| Mountain Pacific Investment Advisers Inc. ID |
0 |
1,950 |
+1,950 |
+100% |
| Foster & Motley Inc. |
0 |
2,344 |
+2,344 |
+100% |
| Baker Ellis Asset Management LLC |
0 |
1,700 |
+1,700 |
+100% |
| Confluence Investment Management LLC |
0 |
1,069,437 |
+1,069,437 |
+100% |
| West Coast Financial LLC |
0 |
2,230 |
+2,230 |
+100% |
| BSW Wealth Partners |
0 |
1,662 |
+1,662 |
+100% |
| ARGA Investment Management LP |
0 |
11,331 |
+11,331 |
+100% |
| Riverview Trust Co |
0 |
151 |
+151 |
+100% |
| First Affirmative Financial Network |
0 |
1,749 |
+1,749 |
+100% |
| Clarius Group LLC |
0 |
1,658 |
+1,658 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
4,819 |
+4,819 |
+100% |
| Symmetry Partners LLC |
0 |
2,037 |
+2,037 |
+100% |
| OmniStar Financial Group Inc. |
0 |
5,713 |
+5,713 |
+100% |
| Ellis Investment Partners LLC |
0 |
1,660 |
+1,660 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
2,086 |
+2,086 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
135 |
+135 |
+100% |
| IAM Advisory LLC |
0 |
1,895 |
+1,895 |
+100% |
| Rise Advisors LLC |
0 |
169 |
+169 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
2,428 |
+2,428 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
0 |
UNCH |
100% |
| City State Bank |
0 |
16 |
+16 |
+100% |
| Simplicity Wealth LLC |
0 |
2,755 |
+2,755 |
+100% |
| Bill Few Associates Inc. |
0 |
1,922 |
+1,922 |
+100% |
| Hoxton Planning & Management LLC |
0 |
1,672 |
+1,672 |
+100% |
| Norden Group LLC |
0 |
69,200 |
+69,200 |
+100% |
| Central Valley Advisors LLC |
0 |
1,833 |
+1,833 |
+100% |
| Ashton Thomas Private Wealth LLC |
0 |
8,268 |
+8,268 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cigna Investments Inc. New |
2,359 |
2,359 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
6,075 |
6,075 |
UNCH |
0.00% |
| NBC Securities Inc. |
396 |
396 |
UNCH |
0.00% |
| Barrett & Company Inc. |
150 |
150 |
UNCH |
0.00% |
| Woodstock Corp |
1,895 |
1,895 |
UNCH |
0.00% |
| Trust Co. of Toledo NA OH |
4,232 |
4,232 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
217,109 |
217,109 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
1,050 |
1,050 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
400 |
400 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
2,973 |
2,973 |
UNCH |
0.00% |
| Adirondack Trust Co. |
375 |
375 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
465 |
465 |
UNCH |
0.00% |
| Webster Bank N. A. |
291 |
291 |
UNCH |
0.00% |
| Bourne Lent Asset Management Inc. |
8,867 |
8,867 |
UNCH |
0.00% |
| Viking Fund Management LLC |
90 |
90 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| Regions Financial Corp |
6,640 |
6,640 |
UNCH |
0.00% |
| Bangor Savings Bank |
350 |
350 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
550 |
550 |
UNCH |
0.00% |
| Liberty Capital Management Inc. |
2,329 |
2,329 |
UNCH |
0.00% |
| LaFleur & Godfrey LLC |
2,985 |
2,985 |
UNCH |
0.00% |
| Moller Financial Services |
7,200 |
7,200 |
UNCH |
0.00% |
| Asset Dedication LLC |
293 |
293 |
UNCH |
0.00% |
| Nexus Investment Management ULC |
7,100 |
7,100 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
1,644 |
1,644 |
UNCH |
0.00% |
| Alta Advisers Ltd |
500 |
500 |
UNCH |
0.00% |
| Aviance Capital Partners LLC |
11,743 |
11,743 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
297 |
297 |
UNCH |
0.00% |
| Strategic Advisors LLC |
5,600 |
5,600 |
UNCH |
0.00% |
| Miracle Mile Advisors LLC |
2,389 |
2,389 |
UNCH |
0.00% |
| R.H. Dinel Investment Counsel Inc. |
45,300 |
45,300 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
18,596 |
18,596 |
UNCH |
0.00% |
| Private Ocean LLC |
233 |
233 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
5,370 |
5,370 |
UNCH |
0.00% |
| Trust Co |
4 |
4 |
UNCH |
0.00% |
| Lincoln Capital LLC |
2,406 |
2,406 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
660 |
660 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
38 |
38 |
UNCH |
0.00% |
| GenTrust LLC |
89,156 |
89,156 |
UNCH |
0.00% |
| Security National Bank |
600 |
600 |
UNCH |
0.00% |
| Sawyer & Company Inc |
500 |
500 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
17 |
17 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
117 |
117 |
UNCH |
0.00% |
| Versant Capital Management Inc |
43 |
43 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
9,137 |
9,137 |
UNCH |
0.00% |
| Essex Savings Bank |
1,996 |
1,996 |
UNCH |
0.00% |
| Costello Asset Management INC |
70 |
70 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
12 |
12 |
UNCH |
0.00% |
| PSI Advisors LLC |
421 |
421 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
16,840 |
16,840 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
250 |
250 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
94 |
94 |
UNCH |
0.00% |
| CVA Family Office LLC |
360 |
360 |
UNCH |
0.00% |
| TL Private Wealth |
2,500 |
2,500 |
UNCH |
0.00% |
| First Pacific Financial |
75 |
75 |
UNCH |
0.00% |
| West Financial Advisors LLC |
3,587 |
3,587 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
13 |
13 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
23 |
23 |
UNCH |
0.00% |
| Red Tortoise LLC |
40 |
40 |
UNCH |
0.00% |
| Greenspring Advisors LLC |
15,426 |
15,426 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
366 |
366 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
4,142 |
4,142 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
17 |
17 |
UNCH |
0.00% |
| Financial Freedom LLC |
200 |
200 |
UNCH |
0.00% |
| Prairie Sky Financial Group LLC |
3,609 |
3,609 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
9 |
9 |
UNCH |
0.00% |
| 13F Filers Decreasing TROW Share Count |
|---|
| Assenagon Asset Management S.A. |
32,019 |
3,999 |
-28,020 |
-87.51% |
| Portman Square Capital LLP |
12,713 |
2,377 |
-10,336 |
-81.30% |
| Symphony Financial Ltd. Co. |
7,173 |
1,693 |
-5,480 |
-76.40% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
680 |
180 |
-500 |
-73.53% |
| Fortitude Family Office LLC |
307 |
92 |
-215 |
-70.03% |
| Robeco Institutional Asset Management B.V. |
99,307 |
49,652 |
-49,655 |
-50.00% |
| Barlow Wealth Partners Inc. |
108,940 |
56,727 |
-52,213 |
-47.93% |
| Gradient Investments LLC |
59 |
31 |
-28 |
-47.46% |
| DNB Asset Management AS |
47,984 |
35,502 |
-12,482 |
-26.01% |
| Wendell David Associates Inc. |
2,890 |
2,140 |
-750 |
-25.95% |
| Brookstone Capital Management |
114,718 |
86,640 |
-28,078 |
-24.48% |
| Harbor Investment Advisory LLC |
29,500 |
22,458 |
-7,042 |
-23.87% |
| Daymark Wealth Partners LLC |
10,904 |
8,953 |
-1,951 |
-17.89% |
| Ballentine Partners LLC |
2,005 |
1,658 |
-347 |
-17.31% |
| Amalgamated Bank |
54,518 |
46,031 |
-8,487 |
-15.57% |
| Gillespie Robinson & Grimm Inc. |
4,300 |
3,675 |
-625 |
-14.53% |
| Krane Funds Advisors LLC |
4,729 |
4,147 |
-582 |
-12.31% |
| Raymond James Trust N.A. |
8,453 |
7,415 |
-1,038 |
-12.28% |
| Cullinan Associates Inc. |
3,504 |
3,104 |
-400 |
-11.42% |
| Accel Wealth Management |
5,821 |
5,162 |
-659 |
-11.32% |
| Caldwell Sutter Capital Inc. |
294 |
261 |
-33 |
-11.22% |
| Radnor Capital Management LLC |
2,390 |
2,135 |
-255 |
-10.67% |
| Central Bank & Trust Co. |
1,028 |
925 |
-103 |
-10.02% |
| Rockland Trust Co. |
26,639 |
24,031 |
-2,608 |
-9.79% |
| Rosenberg Matthew Hamilton |
338 |
311 |
-27 |
-7.99% |
| Oak Asset Management LLC |
16,528 |
15,268 |
-1,260 |
-7.62% |
| State of Alaska Department of Revenue |
35,572 |
32,922 |
-2,650 |
-7.45% |
| Griffin Asset Management Inc. |
17,106 |
15,851 |
-1,255 |
-7.34% |
| Fifth Third Bancorp |
32,065 |
30,174 |
-1,891 |
-5.90% |
| Bennett Selby Investments LP |
11,884 |
11,285 |
-599 |
-5.04% |
| WBH Advisory Inc. |
4,284 |
4,073 |
-211 |
-4.93% |
| Eagle Ridge Investment Management |
10,078 |
9,626 |
-452 |
-4.49% |
| Plimoth Trust Co. LLC |
4,246 |
4,056 |
-190 |
-4.47% |
| Visionary Horizons LLC |
4,440 |
4,260 |
-180 |
-4.05% |
| Hartford Investment Management Co. |
15,078 |
14,507 |
-571 |
-3.79% |
| Patton Albertson Miller Group LLC |
1,984 |
1,909 |
-75 |
-3.78% |
| Raymond James Financial Services Advisors Inc. |
194,432 |
187,078 |
-7,354 |
-3.78% |
| Louisiana State Employees Retirement System |
13,500 |
13,000 |
-500 |
-3.70% |
| New Mexico Educational Retirement Board |
11,687 |
11,287 |
-400 |
-3.42% |
| Sunbelt Securities Inc. |
1,644 |
1,590 |
-54 |
-3.28% |
| BKD Wealth Advisors LLC |
15,000 |
14,580 |
-420 |
-2.80% |
| Wynn Capital LLC |
4,732 |
4,602 |
-130 |
-2.75% |
| DekaBank Deutsche Girozentrale |
102,714 |
100,083 |
-2,631 |
-2.56% |
| IFM Investors Pty Ltd |
45,214 |
44,128 |
-1,086 |
-2.40% |
| Bank of New Hampshire |
880 |
860 |
-20 |
-2.27% |
| Eagle Rock Investment Company LLC |
16,117 |
15,752 |
-365 |
-2.26% |
| Summit Financial LLC |
2,059 |
2,016 |
-43 |
-2.09% |
| Gateway Investment Advisers LLC |
8,189 |
8,020 |
-169 |
-2.06% |
| Stratos Wealth Advisors LLC |
4,527 |
4,445 |
-82 |
-1.81% |
| Keystone Financial Planning Inc. |
65,427 |
64,278 |
-1,149 |
-1.76% |
| Boston Trust Walden Corp |
695,726 |
685,047 |
-10,679 |
-1.53% |
| Trust Co. of Virginia VA |
85,319 |
84,077 |
-1,242 |
-1.46% |
| Absher Wealth Management LLC |
244,178 |
241,043 |
-3,135 |
-1.28% |
| CWM LLC |
155,090 |
153,225 |
-1,865 |
-1.20% |
| Toth Financial Advisory Corp |
44,148 |
43,650 |
-498 |
-1.13% |
| Sumitomo Mitsui Trust Holdings Inc. |
656,709 |
649,438 |
-7,271 |
-1.11% |
| Brown Advisory Inc. |
1,593,633 |
1,577,690 |
-15,943 |
-1.00% |
| US Asset Management LLC |
4,284 |
4,242 |
-42 |
-0.98% |
| NBT Bank N A NY |
32,578 |
32,279 |
-299 |
-0.92% |
| Kesler Norman & Wride LLC |
15,703 |
15,576 |
-127 |
-0.81% |
| Valley National Advisers Inc. |
32,384 |
32,131 |
-253 |
-0.78% |
| City Holding Co. |
5,233 |
5,192 |
-41 |
-0.78% |
| Nilsine Partners LLC |
3,192 |
3,171 |
-21 |
-0.66% |
| Insight Folios Inc |
2,503 |
2,487 |
-16 |
-0.64% |
| Birch Capital Management LLC |
20,969 |
20,855 |
-114 |
-0.54% |
| Sky Investment Group LLC |
57,451 |
57,151 |
-300 |
-0.52% |
| Farmers & Merchants Investments Inc. |
35,798 |
35,641 |
-157 |
-0.44% |
| Etesian Wealth Advisors Inc. |
2,534 |
2,526 |
-8 |
-0.32% |
| Exeter Financial LLC |
22,398 |
22,342 |
-56 |
-0.25% |
| Mather Group LLC. |
124,395 |
124,116 |
-279 |
-0.22% |
| Northwest Investment Counselors LLC |
24,890 |
24,855 |
-35 |
-0.14% |
| 13F Filers Exiting TROW |
|---|
| BKM Wealth Management LLC |
115 |
0 |
-115 |
-100.00% |
| Arlington Trust Co LLC |
6 |
0 |
-6 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
618 |
0 |
-618 |
-100.00% |
| Annapolis Financial Services LLC |
506 |
0 |
-506 |
-100.00% |
| F M Investments LLC |
3,146 |
0 |
-3,146 |
-100.00% |
| Tennessee Valley Asset Management Partners |
15 |
0 |
-15 |
-100.00% |
| JGP Wealth Management LLC |
13,658 |
0 |
-13,658 |
-100.00% |
| Compass Ion Advisors LLC |
4,323 |
0 |
-4,323 |
-100.00% |
| Triangle Securities Wealth Management |
1,889 |
0 |
-1,889 |
-100.00% |
| Westside Investment Management Inc. |
130 |
0 |
-130 |
-100.00% |
| Cutler Group LP |
5,027 |
0 |
-5,027 |
-100.00% |
| Hennessy Advisors Inc. |
22,400 |
0 |
-22,400 |
-100.00% |
| First Hawaiian Bank |
6,539 |
0 |
-6,539 |
-100.00% |
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