We are live on ! Find out more
TCAL

T. Rowe Price Capital Appreciation Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$35.2M +$13.1M +556,509 +55%
CFG
2
CMC Financial Group
Georgia
$8.63M +$239K +10,197 +3%
WW
3
Waterfront Wealth
Kansas
$7.67M +$964K +41,064 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.89M +$6.99M +297,757 +2,817%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.68M +$4.18M +178,247 +569%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.49M +$719K +30,641 +18%
Stifel Financial
7
Stifel Financial
Missouri
$4.46M +$442K +18,845 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$4.14M +$4.05M +172,401 +1,327%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$3.41M +$3.56M +151,906 +4,661%
PS
10
Principal Securities
Iowa
$3.25M +$2.84M +121,206 +501%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.07M +$955K +40,710 +42%
EFS
12
Essex Financial Services
Connecticut
$2.95M +$256K +10,926 +9%
CA
13
Carson Advisory
Georgia
$2.87M +$1.17M +49,670 +63%
SEP
14
Southland Equity Partners
Missouri
$2.85M +$114K +4,851 +4%
CIA
15
Concurrent Investment Advisors
Florida
$2.75M +$1.81M +77,216 +168%
NCM
16
NCM Capital Management
New Jersey
$2.61M +$392K +16,725 +17%
SWA
17
Stratos Wealth Advisors
Ohio
$2.46M +$1.29M +54,790 +99%
4WM
18
4J Wealth Management
Virginia
$2.15M +$192K +8,168 +9%
SFG
19
SageGuard Financial Group
Tennessee
$2.12M +$2.22M +94,811 New
MCM
20
MAI Capital Management
Ohio
$2.04M +$517K +22,024 +32%
YWS
21
Yarger Wealth Strategies
Ohio
$2.03M +$889K +37,877 +71%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.67M +$76.7K +3,268 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.65M +$450K +19,189 +35%
FFA
24
Founders Financial Alliance
North Carolina
$1.65M +$877K +37,380 +103%
Jane Street
25
Jane Street
New York
$1.41M +$1.14M +48,723 +335%