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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
951
First Personal Financial Services
North Carolina
$26K – – –
LWM
952
Liberty Wealth Management
California
$26K – – –
CDIA
953
Capital Directions Investment Advisors
Georgia
$26K +$24.6K +150 New
PCG
954
Private Capital Group
Connecticut
$25K -$73.5K -448 -75%
KFI
955
Key Financial Inc
Pennsylvania
$25K – – –
TSW
956
Thompson Siegel & Walmsley
Virginia
$25K +$1.15K +7 +5%
APC
957
Aspire Private Capital
North Carolina
$25K +$21.3K +130 +813%
SFMG
958
Sage Financial Management Group
Virginia
$24K +$23K +140 New
SLF
959
Sun Life Financial
Ontario, Canada
$23K +$164 +1 +0.7%
AWA
960
Artemis Wealth Advisors
New York
$22.1K +$21.2K +129 New
ANBT
961
American National Bank & Trust
Texas
$22K -$841K -5,130 -98%
AP
962
Atwood & Palmer
Missouri
$21K – – –
CIA
963
CSat Investment Advisory
Michigan
$21K +$1.31K +8 +7%
EARNEST Partners
964
EARNEST Partners
Georgia
$20K – – –
GAM
965
Gemmer Asset Management
California
$20K – – –
HFS
966
HBC Financial Services
Washington
$19.7K – – –
ADL
967
Asset Dedication LLC
California
$18K – – –
CCA
968
Column Capital Advisors
Indiana
$17K – – –
FMTCOCP
969
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
KTC
970
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
LFG
971
Larson Financial Group
Missouri
$17K – – –
LF
972
Lee Financial
Texas
$17K +$16.4K +100 New
MWM
973
Mascoma Wealth Management
New Hampshire
$17K +$16.4K +100 New
Jones Financial Companies
974
Jones Financial Companies
Missouri
$16K -$26.1K -159 -64%
GCM
975
Gables Capital Management
Florida
$16K – – –