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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1026
Tarbox Family Office
California
$40K – – –
LCM
1027
Logan Capital Management
Pennsylvania
$39K – – –
MMG
1028
Monetary Management Group
Missouri
$39K – – –
PP
1029
PrairieView Partners
Minnesota
$39K – – –
AWA
1030
Artemis Wealth Advisors
New York
$37.1K +$12.2K +58 +44%
SIS
1031
Sound Income Strategies
Florida
$34K -$6.95K -33 -16%
PCG
1032
Private Capital Group
Connecticut
$34K – – –
LWM
1033
Liberty Wealth Management
California
$34K +$632 +3 +2%
Jones Financial Companies
1034
Jones Financial Companies
Missouri
$34K +$17.5K +83 +91%
ZB
1035
Zions Bancorporation
Utah
$33K +$14.7K +70 +70%
CDIA
1036
Capital Directions Investment Advisors
Georgia
$30K – – –
FPFS
1037
First Personal Financial Services
North Carolina
$30K – – –
FPS
1038
Fieldpoint Private Securities
Connecticut
$30K +$5.05K +24 +18%
TFIPS
1039
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.5K +$31.6K +150 New
RE
1040
RBC Europe
United Kingdom
$29.3K – – –
TSW
1041
Thompson Siegel & Walmsley
Virginia
$29K – – –
NFSG
1042
Newbridge Financial Services Group
Florida
$29K +$211 +1 +0.7%
PWMG
1043
Prestige Wealth Management Group
New Jersey
$26K -$421 -2 -1%
MCM
1044
MV Capital Management
Maryland
$24K +$4.21K +20 +19%
EARNEST Partners
1045
EARNEST Partners
Georgia
$23K – – –
GAM
1046
Gemmer Asset Management
California
$23K – – –
PCM
1047
Penserra Capital Management
California
$23K +$1.05K +5 +4%
CH
1048
Canton Hathaway
Rhode Island
$23K +$25.1K +119 New
ACA
1049
Atlas Capital Advisors
Wyoming
$22K +$6.53K +31 +38%
CWM
1050
Cranbrook Wealth Management
Michigan
$22K +$3.16K +15 +16%