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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
701
Burt Wealth Advisors
Maryland
$7K -$1.04K -14 -12%
CG
702
Cutler Group
California
$7K
PFBT
703
Parkside Financial Bank & Trust
Missouri
$7K
NYLT
704
New York Life Trust
New York
$5K -$18.5K -248 -78%
MCM
705
MV Capital Management
Maryland
$5K -$7.45K -100 -59%
PMFA
706
Plante Moran Financial Advisors
Michigan
$5K
WAS
707
Winch Advisory Services
Wisconsin
$5K
KT
708
Kanaly Trust
Texas
$5K +$2.08K +28 +74%
SWA
709
Sutton Wealth Advisors
Florida
$4.82K
CAW
710
Cornerstone Advisors (Washington)
Washington
$4K
KA
711
Klingman & Associates
New York
$4K
WTB
712
Washington Trust Bank
Washington
$4K
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$4K +$3.57K +48 New
PRS
714
Pinkerton Retirement Specialists
Idaho
$4K +$3.57K +48 New
VCM
715
Versant Capital Management
Arizona
$3K
SIM
716
Sonora Investment Management
Arizona
$2.55K
WEC
717
Winslow Evans & Crocker
Massachusetts
$2.34K
PCP
718
Proficio Capital Partners
Massachusetts
$2K -$6.63K -89 -77%
GXMC
719
Global X Management Company
New York
$2K -$5.66K -76 -69%
BL
720
Balentine LLC
Georgia
$2K +$2.31K +31 New
AT
721
Arden Trust
Delaware
$898 +$39.5K +531 +5%
RWM
722
Raffa Wealth Management
District of Columbia
$657
CA
723
Commerzbank Aktiengesellschaft
Germany
$515 -$128K -1,725 -20%
Alyeska Investment Group
724
Alyeska Investment Group
Illinois
-$31.3M -425,990 Closed
JCM
725
Junto Capital Management
New York
-$27.8M -378,000 Closed