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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
651
First Horizon Advisors
Tennessee
$86K +$23.5K +338 +41%
DOA
652
D'Orazio & Associates
Virginia
$80K +$27.8K +400 +57%
IA
653
IFP Advisors
Florida
$76K -$346K -4,978 -87%
GLI
654
Guardian Life Insurance
New York
$68K -$18.3K -263 -22%
WJA
655
Williams Jones & Associates
New York
$66K +$62.5K +900 New
LWA
656
Lowe Wealth Advisors
Maryland
$63K – – –
HCP
657
Holt Capital Partners
Texas
$62K +$59K +850 New
BWP
658
Baldwin Wealth Partners
Massachusetts
$59K +$55.5K +800 New
FAM
659
Formidable Asset Management
Ohio
$57K -$11.1K -160 -18%
IWMPD
660
Integrated Wealth Management (Palm Desert)
California
$55K -$4.37K -63 -8%
LWM
661
Lenox Wealth Management
Ohio
$51K -$10.9K -157 -19%
BAM
662
Barrett Asset Management
New York
$51K – – –
JIC
663
Joel Isaacson & Co
New York
$51K – – –
S
664
SignatureFD
Georgia
$51K +$20.1K +289 +71%
ASN
665
Advisory Services Network
Georgia
$50K -$822K -11,833 -95%
SGAM
666
Smith Group Asset Management
Texas
$49K +$46.5K +670 New
SAMC
667
Shinko Asset Management Company
Japan
$48K -$5.21K -75 -10%
RBC
668
Roble Belko & Company
Pennsylvania
$48K – – –
EDRH
669
Edmond de Rothschild Holding
Switzerland
$44K -$4.86K -70 -10%
EDRS
670
Edmond de Rothschild (Suisse)
Switzerland
$44K – – –
CHP
671
Cable Hill Partners
Oregon
$43K – – –
CYG
672
Clean Yield Group
Vermont
$43K +$39.4K +567 New
MMG
673
Monetary Management Group
Missouri
$40K – – –
FANJ
674
Financial Architects (New Jersey)
New Jersey
$37K +$34.7K +500 New
MA
675
MCF Advisors
Kentucky
$35K +$24.3K +350 +269%