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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
701
Itau Unibanco Holding S.A.
Brazil
$102K +$76K +656 +238%
LWA
702
Lowe Wealth Advisors
Maryland
$100K – – –
NIT
703
NumerixS Investment Technologies
British Columbia, Canada
$99K -$124K -1,075 -54%
NIMI
704
Natixis Investment Managers International
France
$93K -$676K -5,842 -87%
MFW
705
Mosaic Family Wealth
Missouri
$93K +$84.2K +727 +297%
SFM
706
Signet Financial Management
New Jersey
$91K – – –
AIM
707
Advantage Investment Management
Iowa
$82K – – –
PSC
708
Prentiss Smith & Co
Vermont
$76K – – –
GLI
709
Guardian Life Insurance
New York
$75K +$1.74K +15 +2%
WB
710
Webster Bank
Connecticut
$74K – – –
SLF
711
Sun Life Financial
Ontario, Canada
$73K +$1.5K +13 +2%
HMS
712
Hanseatic Management Services
New Mexico
$72K -$2.08K -18 -3%
RBC
713
Roble Belko & Company
Pennsylvania
$72K – – –
KA
714
Kaizen Advisory
Illinois
$68K – – –
MUS
715
Mitsubishi UFJ Securities
Japan
$68K – – –
APP
716
Avantax Planning Partners
Iowa
$68K +$71.9K +621 New
TC
717
Truvestments Capital
Florida
$61K +$65.2K +563 New
LA
718
Legacy Advisors
Pennsylvania
$60K +$63.7K +550 New
SWM
719
SeaCrest Wealth Management
New York
$59K – – –
NIM
720
NuWave Investment Management
New Jersey
$57K -$470K -4,061 -89%
ST
721
Smithfield Trust
Pennsylvania
$57K -$7.64K -66 -11%
PCG
722
Private Capital Group
Connecticut
$57K +$48.7K +421 +405%
FANJ
723
Financial Architects (New Jersey)
New Jersey
$55K -$1.5K -13 -3%
IDBONY
724
Israel Discount Bank of New York
New York
$55K – – –
LWCFA
725
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
27 28
29
30 31