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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1001
North Star Investment Management
Illinois
$36K – – –
CB
1002
CNB Bank
Pennsylvania
$36K +$1.85K +12 +5%
PO
1003
Private Ocean
California
$35K – – –
KFI
1004
Key Financial Inc
Pennsylvania
$34K – – –
AWA
1005
Artemis Wealth Advisors
New York
$31.6K +$3.55K +23 +12%
CA
1006
Clearstead Advisors
Ohio
$30K -$171K -1,110 -85%
COCM
1007
Charter Oak Capital Management
New Hampshire
$30K -$9.88K -64 -24%
MMG
1008
Monetary Management Group
Missouri
$30K – – –
JFA
1009
JNBA Financial Advisors
Minnesota
$29K -$43.5K -282 -59%
AP
1010
Arlington Partners
Alabama
$29K – – –
FPS
1011
Fieldpoint Private Securities
Connecticut
$29K +$5.4K +35 +22%
Jones Financial Companies
1012
Jones Financial Companies
Missouri
$29K +$15.7K +102 +115%
IBOK
1013
Independence Bank of Kentucky
Kentucky
$29K +$29.2K +189 New
PMFA
1014
Plante Moran Financial Advisors
Michigan
$27K -$38.9K -252 -58%
BA
1015
Bivin & Associates
Oklahoma
$27K +$5.4K +35 +24%
RA
1016
Rise Advisors
New York
$27K +$23.9K +155 +646%
BWM
1017
Baystate Wealth Management
Massachusetts
$26K +$154 +1 +0.6%
CDIA
1018
Capital Directions Investment Advisors
Georgia
$26K +$26.2K +170 New
MA
1019
Montag & Associates
Georgia
$25K -$19.3K -125 -43%
SCA
1020
Sandy Cove Advisors
Massachusetts
$25K – – –
GTAM
1021
Global Trust Asset Management
Florida
$24K -$11.4K -74 -32%
SIS
1022
Sound Income Strategies
Florida
$24K -$772 -5 -3%
BCMLT
1023
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K +$23.8K +154 New
NFSG
1024
Newbridge Financial Services Group
Florida
$22K – – –
TSW
1025
Thompson Siegel & Walmsley
Virginia
$22K – – –