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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
Winfield Associates
Ohio
$34K – – –
NCM
702
Nelson Capital Management
California
$32K -$4.96K -60 -15%
CAW
703
Cornerstone Advisors (Washington)
Washington
$31K – – –
WIM
704
Westside Investment Management
California
$30.9K -$579 -7 -2%
DOA
705
D'Orazio & Associates
Virginia
$27K -$66.2K -800 -73%
CPIG
706
Chicago Partners Investment Group
Illinois
$27K -$24.8K -300 -50%
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$4.3K +52 +22%
FHA
708
First Horizon Advisors
Tennessee
$26K – – –
EWM
709
Evercore Wealth Management
New York
$23K – – –
ST
710
Smithfield Trust
Pennsylvania
$23K – – –
WAP
711
Wealthcare Advisory Partners
Pennsylvania
$22K +$20.2K +244 New
WWM
712
Willingdon Wealth Management
North Carolina
$22K +$20.3K +246 New
TDC
713
Thompson Davis & Co
Virginia
$21K – – –
APSP
714
Asset Planning Services (Pennsylvania)
Pennsylvania
$21K +$165 +2 +0.9%
BC
715
Bartlett & Co
Ohio
$18K – – –
IIC
716
Integrated Investment Consultants
Michigan
$18K – – –
KPCM
717
Kings Point Capital Management
New York
$18K – – –
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$18K +$16.3K +197 New
EDRH
719
Edmond de Rothschild Holding
Switzerland
$17K -$57.9K -700 -79%
GRP
720
Global Retirement Partners
California
$17K -$4.8K -58 -24%
CB
721
Community Bank
New York
$15K – – –
AC
722
Alexandria Capital
Virginia
$14K – – –
JAM
723
Jolley Asset Management
North Carolina
$14K – – –
SMG
724
Spectrum Management Group
Indiana
$14K +$12.4K +150 New
GAM
725
Gemmer Asset Management
California
$13K -$27.7K -335 -70%
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