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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
726
OneDigital Investment Advisors
Kansas
$103K -$38.1K -391 -28%
CLOS
727
Compagnie Lombard Odier SCmA
Switzerland
$94K +$39K +400 +80%
RPC
728
Rossmore Private Capital
Connecticut
$91.5K +$85K +872 New
Loomis, Sayles & Company
729
Loomis, Sayles & Company
Massachusetts
$90K – – –
STA
730
Summit Trail Advisors
New York
$90K +$74.6K +765 New
PWM
731
Perigon Wealth Management
California
$86K +$98 +1 +0.1%
UMA
732
USA Mutuals Advisors
Texas
$86K +$85.8K +880 New
WTB
733
Washington Trust Bank
Washington
$84K -$4.88K -50 -6%
GLI
734
Guardian Life Insurance
New York
$82K +$22.6K +232 +42%
BAM
735
Barrett Asset Management
New York
$73K – – –
PSC
736
Prentiss Smith & Co
Vermont
$73K – – –
WB
737
Webster Bank
Connecticut
$71K -$19.5K -200 -23%
RBC
738
Roble Belko & Company
Pennsylvania
$69K – – –
HL
739
Harding Loevner
New Jersey
$66K – – –
MUS
740
Mitsubishi UFJ Securities
Japan
$65K +$10.7K +110 +22%
IDBONY
741
Israel Discount Bank of New York
New York
$63K – – –
KTC
742
Kistler-Tiffany Companies
Pennsylvania
$60K -$21.8K -224 -28%
AF
743
Advisornet Financial
Minnesota
$60K +$55.5K +569 New
HMS
744
Hanseatic Management Services
New Mexico
$59K +$5.27K +54 +11%
AIM
745
Advantage Investment Management
Iowa
$58K -$19.5K -200 -27%
PA
746
Parallel Advisors
California
$58K -$3.41K -35 -6%
MMG
747
Monetary Management Group
Missouri
$58K – – –
FANJ
748
Financial Architects (New Jersey)
New Jersey
$57K – – –
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$56.1K +$3.12K +32 +6%
SWM
750
SeaCrest Wealth Management
New York
$56K +$52.5K +538 New