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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
776
Monetary Management Group
Missouri
$20K – – –
RFA
777
Reilly Financial Advisors
California
$20K +$10K +82 +69%
PA
778
Procyon Advisors
Connecticut
$20K +$11K +90 +79%
NEIRG
779
New England Investment & Retirement Group
Massachusetts
$20K +$24.5K +200 New
PP
780
PrairieView Partners
Minnesota
$20K +$24.5K +200 New
CB
781
Community Bank
New York
$17K – – –
EWM
782
EPG Wealth Management
Georgia
$17K +$245 +2 +1%
LWM
783
Liberty Wealth Management
California
$16K -$48K -392 -70%
JFA
784
JNBA Financial Advisors
Minnesota
$14K – – –
SLF
785
Sun Life Financial
Ontario, Canada
$14K – – –
TSW
786
Thompson Siegel & Walmsley
Virginia
$14K – – –
WWM
787
Willingdon Wealth Management
North Carolina
$14K – – –
GWS
788
Glassman Wealth Services
Virginia
$13K -$42.4K -346 -73%
AF
789
Advisornet Financial
Minnesota
$13K -$6.37K -52 -28%
RDWM
790
Red Door Wealth Management
Tennessee
$13K +$16.9K +138 New
EARNEST Partners
791
EARNEST Partners
Georgia
$12K – – –
AP
792
Atwood & Palmer
Missouri
$12K +$15.3K +125 New
GAM
793
Gemmer Asset Management
California
$11K – – –
DAM
794
Delta Asset Management
Tennessee
$10K -$30.6K -250 -71%
ADL
795
Asset Dedication LLC
California
$10K – – –
HFS
796
HBC Financial Services
Washington
$10K – – –
PGAM
797
Princeton Global Asset Management
New Jersey
$10K – – –
SCA
798
Stonebridge Capital Advisors
Minnesota
$10K – – –
CCA
799
Column Capital Advisors
Indiana
$10K +$12.2K +100 New
GSWM
800
Golden State Wealth Management
California
$10K +$12.5K +102 New