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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
MV Capital Management
Maryland
$5K
PMFA
702
Plante Moran Financial Advisors
Michigan
$5K
WAS
703
Winch Advisory Services
Wisconsin
$5K
WTB
704
Washington Trust Bank
Washington
$5K +$1.46K +21 +42%
MWP
705
MYCIO Wealth Partners
Pennsylvania
$5K +$4.88K +70 New
SIM
706
Sonora Investment Management
Arizona
$4.59K +$2.37K +34 +97%
SWA
707
Sutton Wealth Advisors
Florida
$4.39K
KT
708
Kanaly Trust
Texas
$3K -$1.95K -28 -42%
KA
709
Klingman & Associates
New York
$3K
MSFP
710
Mark Sheptoff Financial Planning
Connecticut
$3K
VCM
711
Versant Capital Management
Arizona
$3K
WEC
712
Winslow Evans & Crocker
Massachusetts
$2.13K
PRS
713
Pinkerton Retirement Specialists
Idaho
$2K -$1.19K -17 -35%
BL
714
Balentine LLC
Georgia
$2K
LYV
715
Live Your Vision
Pennsylvania
$2K +$2.16K +31 New
CRC
716
Curi RMB Capital
Illinois
$1K +$767 +11 New
PCM
717
Prelude Capital Management
New York
$1K +$1.39K +20 New
RWM
718
Raffa Wealth Management
District of Columbia
$599
SIC
719
Salem Investment Counselors
North Carolina
$414 +$72.1K +1,035 New
SBL
720
Sargent Bickham Lagudis
Colorado
$49 +$9.76K +140 +24%
TAM
721
Tiverton Asset Management
Delaware
-$5.9M -305,936 Closed
Adage Capital Partners
722
Adage Capital Partners
Massachusetts
-$8.49M -116,330 Closed
EAM
723
Edge Asset Management
Washington
-$8.24M -112,871 Closed
CL
724
CIM LLC
New York
-$7.9M -108,261 Closed
BPM
725
Bowling Portfolio Management
Ohio
-$5.5M -75,409 Closed