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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$18.6K – – –
IAS
802
IMA Advisory Services
Colorado
$18K +$18.3K +157 New
JAM
803
Jolley Asset Management
North Carolina
$17K – – –
SMG
804
Spectrum Management Group
Indiana
$17K – – –
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K -$32K -275 -67%
GAM
806
Gemmer Asset Management
California
$16K – – –
TSW
807
Thompson Siegel & Walmsley
Virginia
$16K – – –
WIM
808
Westside Investment Management
California
$15.1K – – –
BWL
809
Bogart Wealth LLC
Virginia
$15K – – –
SBL
810
Sargent Bickham Lagudis
Colorado
$15K – – –
PFBT
811
Parkside Financial Bank & Trust
Missouri
$15K +$814 +7 +6%
AF
812
Advisornet Financial
Minnesota
$14K – – –
EARNEST Partners
813
EARNEST Partners
Georgia
$14K – – –
FC
814
Ferris Capital
Massachusetts
$14K – – –
HL
815
Harding Loevner
New Jersey
$13K -$53.6K -461 -81%
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
BWM
817
Baystate Wealth Management
Massachusetts
$13K +$116 +1 +0.9%
YWP
818
YorkBridge Wealth Partners
New York
$13K +$1.05K +9 +9%
PCG
819
Private Capital Group
Connecticut
$12K -$1.16K -10 -9%
AWA
820
Acorn Wealth Advisors
Michigan
$12K – – –
ADL
821
Asset Dedication LLC
California
$12K – – –
BWA
822
Burt Wealth Advisors
Maryland
$12K – – –
CCMW
823
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
First Manhattan
824
First Manhattan
New York
$12K – – –
Lazard Asset Management
825
Lazard Asset Management
New York
$12K – – –