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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
676
Harding Loevner
New Jersey
$47K +$45.1K +630 New
NFG
677
Next Financial Group
Texas
$46K – – –
IDBONY
678
Israel Discount Bank of New York
New York
$45K – – –
FANJ
679
Financial Architects (New Jersey)
New Jersey
$45K +$4.93K +69 +13%
CPIG
680
Chicago Partners Investment Group
Illinois
$45K +$42.9K +600 New
NA
681
NewEdge Advisors
Louisiana
$41.9K +$38.9K +544 New
GLI
682
Guardian Life Insurance
New York
$41K -$28.1K -393 -42%
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
MMG
684
Monetary Management Group
Missouri
$41K – – –
PSC
685
Prentiss Smith & Co
Vermont
$39K – – –
MUS
686
Mitsubishi UFJ Securities
Japan
$38K +$36.5K +510 New
CLOS
687
Compagnie Lombard Odier SCmA
Switzerland
$37K – – –
GAM
688
Gemmer Asset Management
California
$35K – – –
VFA
689
Virtus Fund Advisers
Connecticut
$35K – – –
GBT
690
Grove Bank & Trust
Florida
$35K +$17.2K +240 +104%
VWA
691
V Wealth Advisors
Kansas
$35K +$33.4K +467 New
ASN
692
Advisory Services Network
Georgia
$34K -$7.08K -99 -18%
NCM
693
Nelson Capital Management
California
$30K -$6.71M -93,825 -100%
HDIM
694
Hanson & Doremus Investment Management
Vermont
$30K – – –
WA
695
Winfield Associates
Ohio
$27K – – –
WIM
696
Westside Investment Management
California
$26.4K – – –
VIA
697
Vantage Investment Advisors
Pennsylvania
$26K +$3.58K +50 +17%
CAW
698
Cornerstone Advisors (Washington)
Washington
$25K – – –
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$24.5K +$12.9K +180 +120%
FHA
700
First Horizon Advisors
Tennessee
$24K – – –
26 27
28
29 30