We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Mission Wealth Management
California
$833K +$7.21K +64 +0.8%
HI
527
Horizon Investments
North Carolina
$824K +$4.51K +40 +0.5%
EF
528
Empirical Finance
Pennsylvania
$824K +$82.9K +736 +10%
CCM
529
Carderock Capital Management
Maryland
$823K – – –
SC
530
Sepio Capital
Utah
$820K +$881K +7,817 New
WTC
531
WhitTier Trust Company
Nevada
$816K -$15.4K -137 -2%
CCMG
532
Clark Capital Management Group
Pennsylvania
$809K – – –
CT
533
Coastline Trust
Rhode Island
$807K -$71K -630 -8%
MPPLM
534
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$789K +$59.7K +530 +8%
BHIC
535
Bassett Hargrove Investment Counsel
Delaware
$785K -$16K -142 -2%
WOC
536
West Oak Capital
California
$784K +$31.9K +283 +4%
CANY
537
Caxton Associates (New York)
New York
$784K +$842K +7,472 New
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$783K +$711K +6,315 +548%
PAM
539
Panagora Asset Management
Massachusetts
$775K +$255K +2,268 +44%
KWM
540
Kingsview Wealth Management
Oregon
$773K +$465K +4,131 +127%
SF
541
Synovus Financial
Georgia
$761K -$28.8K -256 -3%
MWP
542
Moller Wealth Partners
$755K – – –
ACS
543
Archford Capital Strategies
Illinois
$750K -$36.2K -321 -4%
NIM
544
Nexus Investment Management
Ontario, Canada
$745K – – –
BBVA
545
Banco Bilbao Vizcaya Argentaria
Spain
$743K +$10.6K +94 +1%
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$742K -$338 -3 -0%
UHC
547
Union Heritage Capital
Michigan
$734K – – –
CIC
548
Chase Investment Counsel
Virginia
$734K +$789K +7,000 New
CG
549
Cynosure Group
Utah
$714K -$10.7K -95 -1%
RWA
550
River Wealth Advisors
Pennsylvania
$712K +$1.8K +16 +0.2%
20 21
22
23 24