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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
801
Citizens Financial Group
Rhode Island
$12K -$1.58K -15 -13%
ADL
802
Asset Dedication LLC
California
$12K – – –
OAM
803
Oppenheimer Asset Management
New York
$12K +$1.16K +11 +11%
GSWM
804
Golden State Wealth Management
California
$11K -$18.4K -175 -63%
FAM
805
Fred Alger Management
New York
$11K – – –
MWM
806
Mascoma Wealth Management
New Hampshire
$11K – – –
THWM
807
Taylor Hoffman Wealth Management
Virginia
$11K – – –
RWA
808
Ropes Wealth Advisors
Massachusetts
$11K +$10.5K +100 New
SCA
809
Stonebridge Capital Advisors
Minnesota
$11K +$10.5K +100 New
HR
810
Howe & Rusling
New York
$9K -$526 -5 -6%
AC
811
Avestar Capital
New York
$8K – – –
CB
812
CNB Bank
Pennsylvania
$8K – – –
MCM
813
MV Capital Management
Maryland
$8K – – –
BWA
814
Burt Wealth Advisors
Maryland
$7K -$4.21K -40 -37%
LFG
815
LifePlan Financial Group
Ohio
$7K – – –
GC
816
Globeflex Capital
California
$7K +$6.31K +60 New
SIM
817
Sonora Investment Management
Arizona
$6K +$1.68K +16 +46%
APC
818
Aspire Private Capital
North Carolina
$6K +$4.52K +43 +331%
TPWA
819
TRUE Private Wealth Advisors
Oregon
$6K +$6.42K +61 New
BL
820
Balentine LLC
Georgia
$5K -$97K -922 -95%
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
LFG
822
Larson Financial Group
Missouri
$4K – – –
QAM
823
QCI Asset Management
New York
$4K – – –
WEC
824
Winslow Evans & Crocker
Massachusetts
$4K – – –
EWA
825
Evolution Wealth Advisors
Florida
$4K +$3.79K +36 New
31 32
33
34 35