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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
701
Burt Wealth Advisors
Maryland
$8K – – –
GWS
702
Glassman Wealth Services
Virginia
$8K – – –
HRIA
703
Haberer Registered Investment Advisor
Ohio
$7K – – –
VNA
704
Valley National Advisers
Pennsylvania
$7K +$165 +2 +3%
CPIG
705
Chicago Partners Investment Group
Illinois
$6K -$6.67K -81 -53%
ATC
706
Adirondack Trust Company
New York
$6K – – –
FAM
707
Fortaleza Asset Management
Illinois
$6K – – –
HIM
708
Hillsdale Investment Management
Ontario, Canada
$6K – – –
PMFA
709
Plante Moran Financial Advisors
Michigan
$6K – – –
MWAN
710
Mariner Wealth Advisors (NYC)
Kansas
$6K +$5.93K +72 New
SCP
711
Syntal Capital Partners
Texas
$6K +$6.75K +82 New
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.56K -19 -24%
WCM
713
Wealthcare Capital Management
Virginia
$5K +$5.43K +66 New
DBT
714
Dubuque Bank & Trust
Iowa
$4K – – –
KCM
715
Karp Capital Management
California
$4K – – –
KA
716
Klingman & Associates
New York
$4K – – –
IMS
717
Index Management Solutions
Pennsylvania
$3K -$31.4K -381 -90%
CFA
718
Carroll Financial Associates
North Carolina
$3K – – –
ST
719
Spot Trading
Illinois
$3K – – –
GWM
720
Gupta Wealth Management
California
$3K +$2.88K +35 New
WP
721
WealthPLAN Partners
Nebraska
$3K +$2.96K +36 New
WEC
722
Winslow Evans & Crocker
Massachusetts
$2.59K – – –
UB
723
UMB Bank
Missouri
$2.19K +$66.7K +810 +3%
FPFS
724
First Personal Financial Services
North Carolina
$2K – – –
KT
725
Kanaly Trust
Texas
$2K – – –
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