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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
Burt Wealth Advisors
Maryland
$7K – – –
GWS
752
Glassman Wealth Services
Virginia
$7K – – –
WA
753
WealthTrust-Arizona
Arizona
$7K – – –
IUHSA
754
Itau Unibanco Holding S.A.
Brazil
$7K +$7.09K +100 New
EA
755
Edge Advisors
Georgia
$6K -$4.61K -65 -39%
JWA
756
JFS Wealth Advisors
Pennsylvania
$6K – – –
PMFA
757
Plante Moran Financial Advisors
Michigan
$5K -$9.86K -139 -65%
AWMS
758
Advocacy Wealth Management Services
Georgia
$5K – – –
MCM
759
MV Capital Management
Maryland
$5K – – –
WAS
760
Winch Advisory Services
Wisconsin
$5K – – –
PFBT
761
Parkside Financial Bank & Trust
Missouri
$5K +$1.35K +19 +32%
PHK
762
Point72 Hong Kong
Hong Kong
$5K +$3.9K +55 +220%
VCM
763
Versant Capital Management
Arizona
$4K – – –
TCM
764
Tradewinds Capital Management
Washington
$4K +$4.33K +61 New
WP
765
WealthPLAN Partners
Nebraska
$3.99K +$4.11K +58 New
SWA
766
Sutton Wealth Advisors
Florida
$3.88K – – –
WTB
767
Washington Trust Bank
Washington
$3K -$1.49K -21 -30%
MSFP
768
Mark Sheptoff Financial Planning
Connecticut
$3K +$71 +1 +2%
BL
769
Balentine LLC
Georgia
$3K +$567 +8 +26%
CFG
770
Citizens Financial Group
Rhode Island
$3K +$2.77K +39 New
CCM
771
Cribstone Capital Management
Maine
$3K +$3.54K +50 New
Twin Tree Management
772
Twin Tree Management
Texas
$3K +$3.62K +51 New
WPA
773
West Paces Advisors
Georgia
$2.38K -$384K -5,412 -99%
SIM
774
Sonora Investment Management
Arizona
$2.38K – – –
LYV
775
Live Your Vision
Pennsylvania
$2K – – –