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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
626
Strategic Capital Group
Washington
$95K +$98.3K +1,213 New
SAMC
627
Shinko Asset Management Company
Japan
$91K -$8.11K -100 -8%
EWM
628
Evercore Wealth Management
New York
$86K – – –
W
629
Wealthfront
California
$86K +$83.6K +1,032 New
SOADOR
630
State of Alaska Department of Revenue
Alaska
$84K -$47.8K -590 -36%
DSC
631
Duncker Streett & Co
Missouri
$82K – – –
MMG
632
Monetary Management Group
Missouri
$70K -$44.6K -550 -39%
HCP
633
Holt Capital Partners
Texas
$70K – – –
AR
634
Advisory Research
Illinois
$70K +$68.8K +849 New
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$63.8K – – –
PIA
636
Piedmont Investment Advisors
North Carolina
$61.1K – – –
FQ
637
First Quadrant
California
$58K – – –
JIC
638
Joel Isaacson & Co
New York
$58K – – –
WTB
639
Washington Trust Bank
Washington
$58K +$56.7K +700 New
FAM
640
Fred Alger Management
New York
$56K – – –
CG
641
Colony Group
Massachusetts
$54K -$81.4K -1,004 -61%
WA
642
Waverly Advisors
Alabama
$54K – – –
FAM
643
Formidable Asset Management
Ohio
$53K – – –
RNS
644
Robert N. Shapiro
$51K -$1.14K -14 -2%
SNT
645
Security National Trust
West Virginia
$47K – – –
MAM
646
Mizuho Asset Management
Japan
$42K – – –
LNB
647
Ledyard National Bank
$42K +$4.13K +51 +11%
NES
648
New England Securities
New York
$41K +$12.7K +157 +46%
PIM
649
Parasol Investment Management
Illinois
$38K – – –
CFSG
650
Community Financial Services Group
Vermont
$35K +$34K +420 New
24 25
26
27 28