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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
Baystate Wealth Management
Massachusetts
$34K +$30.7K +151 +686%
SIS
1052
Sound Income Strategies
Florida
$33K -$1.42K -7 -4%
Acadian Asset Management
1053
Acadian Asset Management
Massachusetts
$32K -$23K -113 -41%
SCA
1054
Sandy Cove Advisors
Massachusetts
$32K +$33.5K +165 New
FPS
1055
Fieldpoint Private Securities
Connecticut
$31K +$1.02K +5 +3%
FPFS
1056
First Personal Financial Services
North Carolina
$29K – – –
NFSG
1057
Newbridge Financial Services Group
Florida
$29K – – –
TSW
1058
Thompson Siegel & Walmsley
Virginia
$29K – – –
BA
1059
Bivin & Associates
Oklahoma
$29K +$29.5K +145 New
NICM
1060
Neo Ivy Capital Management
New York
$29K +$29.9K +147 New
AWA
1061
Amplius Wealth Advisors
Pennsylvania
$29K +$30.7K +151 New
C
1062
Covestor
United Kingdom
$27K +$28K +138 New
PWMG
1063
Prestige Wealth Management Group
New Jersey
$26K – – –
MCM
1064
MV Capital Management
Maryland
$25K +$813 +4 +3%
BIA
1065
Bell Investment Advisors
California
$25K +$2.64K +13 +12%
PCM
1066
Penserra Capital Management
California
$24K +$1.22K +6 +5%
PCG
1067
Private Capital Group
Connecticut
$23K -$11.4K -56 -32%
CH
1068
Canton Hathaway
Rhode Island
$23K – – –
EARNEST Partners
1069
EARNEST Partners
Georgia
$23K – – –
GAM
1070
Gemmer Asset Management
California
$23K – – –
BWA
1071
BDO Wealth Advisors
Florida
$23K +$13.2K +65 +123%
EPM
1072
Equitec Proprietary Markets
Illinois
$23K +$24.2K +119 New
LF
1073
Lee Financial
Texas
$22K +$2.23K +11 +11%
ZB
1074
Zions Bancorporation
Utah
$21K -$12.6K -62 -36%
ADL
1075
Asset Dedication LLC
California
$21K – – –