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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
751
Lugano Financial Advisors SA (LFA)
Switzerland
$29K +$28.8K +299 New
GSWM
752
Golden State Wealth Management
California
$28K +$26.7K +277 New
AA
753
Advisory Alpha
Michigan
$27.3K +$25.6K +266 New
PMFA
754
Plante Moran Financial Advisors
Michigan
$27K +$18.8K +195 +260%
MPWT
755
MassMutual Private Wealth & Trust
Connecticut
$25.5K – – –
WAP
756
Wealthcare Advisory Partners
Pennsylvania
$25K +$193 +2 +0.8%
ATC
757
Adirondack Trust Company
New York
$25K +$19.3K +200 +606%
GRP
758
Global Retirement Partners
California
$24K – – –
NSIM
759
North Star Investment Management
Illinois
$24K – – –
APSP
760
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K +$193 +2 +0.8%
LFA
761
Legacy Financial Advisors
Kentucky
$24K +$9.64K +100 +73%
FDCDDQ
762
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.8K +$18.3K +190 +396%
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$23K – – –
PFBT
764
Parkside Financial Bank & Trust
Missouri
$22K – – –
CYG
765
Clean Yield Group
Vermont
$21K – – –
SWM
766
SeaCrest Wealth Management
New York
$21K – – –
CMO
767
Covenant Multifamily Offices
Texas
$21K +$20.5K +213 New
WPW
768
Winthrop Partners - WNY
New York
$20.7K – – –
MMG
769
Monetary Management Group
Missouri
$20K -$14.5K -150 -43%
KPCM
770
Kings Point Capital Management
New York
$20K – – –
MA
771
MCF Advisors
Kentucky
$20K – – –
MNBTD
772
Moody National Bank Trust Division
Texas
$20K – – –
LWM
773
Lenox Wealth Management
Ohio
$19K – – –
SL
774
Salomon & Ludwin
Virginia
$19K – – –
CB
775
Community Bank
New York
$17K – – –