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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MA
926
Montag & Associates
Georgia
$17K – – –
AF
927
Advisornet Financial
Minnesota
$17K +$7.63K +64 +68%
IAIM
928
Industrial Alliance Investment Management
Quebec, Canada
$17K +$18.8K +158 New
BC
929
Barrett & Company
Rhode Island
$16.4K +$17.9K +150 New
CDIA
930
Capital Directions Investment Advisors
Georgia
$16K -$20.3K -170 Closed
Jones Financial Companies
931
Jones Financial Companies
Missouri
$16K – – –
TSW
932
Thompson Siegel & Walmsley
Virginia
$15K – – –
SIS
933
Sound Income Strategies
Florida
$15K +$596 +5 +4%
ZB
934
Zions Bancorporation
Utah
$13K -$2.98K -25 -17%
KTC
935
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
BWM
936
Baystate Wealth Management
Massachusetts
$13K +$119 +1 +0.8%
AWM
937
Atticus Wealth Management
Florida
$12K – – –
EARNEST Partners
938
EARNEST Partners
Georgia
$12K – – –
FMTCOCP
939
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
OCM
940
Osterweis Capital Management
California
$12K +$13.8K +116 New
SWA
941
Sutton Wealth Advisors
Florida
$11.8K +$5.73K +48 +75%
ADL
942
Asset Dedication LLC
California
$11K – – –
CCA
943
Column Capital Advisors
Indiana
$11K – – –
FPFS
944
First Personal Financial Services
North Carolina
$11K – – –
HWMA
945
Heritage Wealth Management (Arizona)
Arizona
$11K – – –
LF
946
Lee Financial
Texas
$11K +$477 +4 +4%
GWMI
947
Guardian Wealth Management (Illinois)
Illinois
$10K -$19.4K -163 -63%
HFS
948
HBC Financial Services
Washington
$10K – – –
SC
949
Seldon Capital
California
$10K – – –
JWA
950
JFS Wealth Advisors
Pennsylvania
$10K +$6.68K +56 +147%