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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
726
Plante Moran Financial Advisors
Michigan
$6K
SWA
727
Sutton Wealth Advisors
Florida
$5.49K +$1.22K +17 +30%
AWMS
728
Advocacy Wealth Management Services
Georgia
$5K
MCM
729
MV Capital Management
Maryland
$5K
VCM
730
Versant Capital Management
Arizona
$5K +$501 +7 +10%
MSFP
731
Mark Sheptoff Financial Planning
Connecticut
$4K -$72 -1 -2%
SA
732
SpiderRock Advisors
Delaware
$4K
WTB
733
Washington Trust Bank
Washington
$4K
AUB
734
Atlantic Union Bankshares
Virginia
$3.66K -$126K -1,758 -3%
M
735
MOTCO
Texas
$3K -$4.09M -57,213 -100%
BL
736
Balentine LLC
Georgia
$3K
QAM
737
QCI Asset Management
New York
$3K
YWP
738
YorkBridge Wealth Partners
New York
$3K
HR
739
Howe & Rusling
New York
$3K +$2.65K +37 New
LF
740
Lee Financial
Texas
$3K +$2.93K +41 New
FDCDDQ
741
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82K -$992K -13,874 -100%
SIM
742
Sonora Investment Management
Arizona
$2.6K
WPA
743
West Paces Advisors
Georgia
$2.6K
WEC
744
Winslow Evans & Crocker
Massachusetts
$2.38K -$14.3K -200 -86%
LYV
745
Live Your Vision
Pennsylvania
$2K
PCP
746
Proficio Capital Partners
Massachusetts
$2K
FA
747
FMA Advisory
Pennsylvania
$1.64K -$185K -2,586 -10%
AAP
748
Arax Advisory Partners
Colorado
$1K
AssetMark Inc
749
AssetMark Inc
California
$1K +$930 +13 New
MWM
750
MinichMacGregor Wealth Management
New York
$1K +$1.43K +20 New