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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
701
Gemmer Asset Management
California
$8K – – –
WA
702
WealthTrust-Arizona
Arizona
$8K – – –
SFG
703
SevenBridge Financial Group
Pennsylvania
$8K +$8.49K +114 New
BWA
704
Burt Wealth Advisors
Maryland
$7K -$1.04K -14 -12%
CG
705
Cutler Group
California
$7K – – –
PFBT
706
Parkside Financial Bank & Trust
Missouri
$7K – – –
NYLT
707
New York Life Trust
New York
$5K -$18.5K -248 -78%
MCM
708
MV Capital Management
Maryland
$5K -$7.45K -100 -59%
PMFA
709
Plante Moran Financial Advisors
Michigan
$5K – – –
WAS
710
Winch Advisory Services
Wisconsin
$5K – – –
KT
711
Kanaly Trust
Texas
$5K +$2.08K +28 +74%
SWA
712
Sutton Wealth Advisors
Florida
$4.82K – – –
CAW
713
Cornerstone Advisors (Washington)
Washington
$4K – – –
KA
714
Klingman & Associates
New York
$4K – – –
WTB
715
Washington Trust Bank
Washington
$4K – – –
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$4K +$3.57K +48 New
PRS
717
Pinkerton Retirement Specialists
Idaho
$4K +$3.57K +48 New
VCM
718
Versant Capital Management
Arizona
$3K – – –
SIM
719
Sonora Investment Management
Arizona
$2.55K – – –
WEC
720
Winslow Evans & Crocker
Massachusetts
$2.34K – – –
PCP
721
Proficio Capital Partners
Massachusetts
$2K -$6.63K -89 -77%
GXMC
722
Global X Management Company
New York
$2K -$5.66K -76 -69%
BL
723
Balentine LLC
Georgia
$2K +$2.31K +31 New
RWM
724
Raffa Wealth Management
District of Columbia
$657 – – –
Alyeska Investment Group
725
Alyeska Investment Group
Illinois
– -$31.3M -425,990 Closed