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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
701
Gemmer Asset Management
California
$9K – – –
BFEC
702
Benjamin F. Edwards & Company
Missouri
$9K +$161 +2 +2%
IMS
703
Index Management Solutions
Pennsylvania
$9K +$6.3K +78 +186%
GWS
704
Glassman Wealth Services
Virginia
$8K – – –
P
705
Palladiem
Pennsylvania
$7K – – –
CAW
706
Cornerstone Advisors (Washington)
Washington
$6K -$222K -2,754 -97%
PMFA
707
Plante Moran Financial Advisors
Michigan
$6K – – –
CFSG
708
Community Financial Services Group
Vermont
$5K -$33.9K -420 -88%
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
EDRE
710
Edmond de Rothschild (Europe)
Luxembourg
$5K +$5.65K +70 New
EDRH
711
Edmond de Rothschild Holding
Switzerland
$5K +$5.65K +70 New
DBT
712
Dubuque Bank & Trust
Iowa
$4K – – –
KCM
713
Karp Capital Management
California
$4K – – –
KA
714
Klingman & Associates
New York
$4K – – –
FCCM
715
First City Capital Management
Georgia
$3.89K +$2.34K +29 +138%
CFA
716
Carroll Financial Associates
North Carolina
$3K – – –
Acadian Asset Management
717
Acadian Asset Management
Massachusetts
$3K +$2.91K +36 New
WP
718
WealthPLAN Partners
Nebraska
$2K -$726 -9 -25%
FPFS
719
First Personal Financial Services
North Carolina
$2K – – –
KT
720
Kanaly Trust
Texas
$2K – – –
TFO
721
Tarbox Family Office
California
$1K – – –
GXMC
722
Global X Management Company
New York
$1K +$969 +12 New
RWM
723
Raffa Wealth Management
District of Columbia
$700 – – –
Westfield Capital Management
724
Westfield Capital Management
Massachusetts
– -$27.8M -343,812 Closed
CC
725
Cadinha & Co
Hawaii
– -$11.5M -142,485 Closed