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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Destination Wealth Management
California
$74K +$285K +2,560 New
WB
727
Webster Bank
Connecticut
$73K
HMS
728
Hanseatic Management Services
New Mexico
$73K +$13.3K +119 +21%
RBC
729
Roble Belko & Company
Pennsylvania
$71K
MUS
730
Mitsubishi UFJ Securities
Japan
$67K
IDBONY
731
Israel Discount Bank of New York
New York
$65K
NIM
732
NuWave Investment Management
New Jersey
$63K +$66.3K +595 New
HL
733
Harding Loevner
New Jersey
$62K -$6.68K -60 -10%
KTC
734
Kistler-Tiffany Companies
Pennsylvania
$62K
GLI
735
Guardian Life Insurance
New York
$60K -$24.6K -221 -28%
FANJ
736
Financial Architects (New Jersey)
New Jersey
$60K +$1.67K +15 +3%
MMG
737
Monetary Management Group
Missouri
$59K
PA
738
Parallel Advisors
California
$58K -$1.78K -16 -3%
SWM
739
SeaCrest Wealth Management
New York
$58K
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
ST
741
Smithfield Trust
Pennsylvania
$52K -$3.56K -32 -6%
NSB
742
Norway Savings Bank
Maine
$52K -$2.79K -25 -5%
SCM
743
Silvant Capital Management
Georgia
$50K +$51.8K +465 New
Carson Wealth (CWM LLC)
744
Carson Wealth (CWM LLC)
Nebraska
$49K -$22.9M -205,745 -100%
FAM
745
Fred Alger Management
New York
$45K +$40.7K +365 +730%
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K -$592K -5,314 -93%
HDIM
747
Hanson & Doremus Investment Management
Vermont
$44K
DAM
748
Delta Asset Management
Tennessee
$43K
VIA
749
Vantage Investment Advisors
Pennsylvania
$43K
IUHSA
750
Itau Unibanco Holding S.A.
Brazil
$43K +$43.9K +394 New