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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
701
Cornerstone Advisors (Washington)
Washington
$25K – – –
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$24.5K +$12.9K +180 +120%
FHA
703
First Horizon Advisors
Tennessee
$24K – – –
EWM
704
Evercore Wealth Management
New York
$19K -$200K -2,800 -92%
ST
705
Smithfield Trust
Pennsylvania
$19K – – –
First Manhattan
706
First Manhattan
New York
$18K – – –
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$572 +8 +3%
GRP
708
Global Retirement Partners
California
$18K +$4.15K +58 +32%
TDC
709
Thompson Davis & Co
Virginia
$17K -$37.9K -530 -70%
APSP
710
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K +$72 +1 +0.4%
HCM
711
Herndon Capital Management
Georgia
$16K – – –
BC
712
Bartlett & Co
Ohio
$15K – – –
IIC
713
Integrated Investment Consultants
Michigan
$15K – – –
KPCM
714
Kings Point Capital Management
New York
$15K – – –
CB
715
Community Bank
New York
$13K – – –
FC
716
Ferris Capital
Massachusetts
$13K +$12.6K +176 New
JAM
717
Jolley Asset Management
North Carolina
$11K – – –
AC
718
Alexandria Capital
Virginia
$11K +$72 +1 +0.6%
LWM
719
Lenox Wealth Management
Ohio
$10K -$4.36K -61 -31%
LNB
720
Ledyard National Bank
$10K – – –
IWM
721
IHT Wealth Management
Illinois
$9K -$14.5K -203 -38%
BWM
722
Baystate Wealth Management
Massachusetts
$9K – – –
ADL
723
Asset Dedication LLC
California
$8K – – –
PFBT
724
Parkside Financial Bank & Trust
Missouri
$8K +$2.22K +31 +39%
NSIM
725
North Star Investment Management
Illinois
$7K -$71.5K -1,000 -91%