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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mascoma Wealth Management
New Hampshire
$12K – – –
THWM
827
Taylor Hoffman Wealth Management
Virginia
$12K – – –
PW
828
Price Wealth
Texas
$12K +$7.33K +63 +162%
WT
829
Washington Trust
Rhode Island
$12K +$11.6K +100 New
AF
830
Allworth Financial
California
$12K +$12.4K +107 New
CB
831
CNB Bank
Pennsylvania
$11K – – –
WA
832
WealthTrust-Arizona
Arizona
$10K -$1.51K -13 -13%
LF
833
Lee Financial
Texas
$10K – – –
AWMS
834
Advocacy Wealth Management Services
Georgia
$9K – – –
MFBTD
835
MB Financial Bank - Trust Department
Illinois
$9K – – –
PMFA
836
Plante Moran Financial Advisors
Michigan
$9K – – –
MCM
837
MV Capital Management
Maryland
$8K – – –
VCM
838
Versant Capital Management
Arizona
$8K – – –
AC
839
Avestar Capital
New York
$8K +$581 +5 +7%
IGGA
840
Iron Gate Global Advisors
Utah
$8K +$7.56K +65 New
TFS
841
TrustCore Financial Services
Tennessee
$8K +$7.56K +65 New
LFG
842
LifePlan Financial Group
Ohio
$7K – – –
MSFP
843
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
FIA
844
FNY Investment Advisers
New York
$6K +$6.16K +53 New
KIG
845
Kessler Investment Group
Indiana
$6K +$6.28K +54 New
FDCDDQ
846
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.57K -$27.2K -234 -83%
DWM
847
Destination Wealth Management
California
$5K -$292K -2,513 -98%
CCM
848
Cribstone Capital Management
Maine
$5K – – –
M
849
MOTCO
Texas
$5K – – –
CIA
850
CSat Investment Advisory
Michigan
$5K +$5.23K +45 New