We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
701
Whitener Capital Management
North Carolina
$188K -$5.57K -50 -3%
PCM
702
Poehling Capital Management
Wisconsin
$184K -$49K -440 -21%
QCG
703
Quadrant Capital Group
Ohio
$183K +$446 +4 +0.2%
RP
704
Rowlandmiller & Partners
Georgia
$175K – – –
CFD
705
Creative Financial Designs
Indiana
$164K -$36.4K -327 -18%
DCM
706
Dupont Capital Management
Delaware
$162K -$2.58M -23,176 -94%
MPPLM
707
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$154K +$28.6K +257 +22%
FA
708
Fortis Advisors
Pennsylvania
$146K – – –
SIC
709
Salem Investment Counselors
North Carolina
$143K +$35.1K +315 +30%
APP
710
Avantax Planning Partners
Iowa
$142K +$146K +1,312 New
AIM
711
Assured Investment Management
New York
$140K +$144K +1,296 New
PWM
712
Perigon Wealth Management
California
$139K +$52.2K +469 +58%
IP
713
Intellectus Partners
California
$136K +$167K +1,502 New
TAM
714
Tiverton Asset Management
Delaware
$115K -$232K -2,080 -66%
CHC
715
City Holding Co
West Virginia
$115K – – –
S
716
SignatureFD
Georgia
$111K +$115K +1,030 New
CLOS
717
Compagnie Lombard Odier SCmA
Switzerland
$106K -$91.7K -823 -46%
OIA
718
OneDigital Investment Advisors
Kansas
$103K -$3.12K -28 -3%
AIM
719
Acropolis Investment Management
Missouri
$101K +$104K +934 New
LWA
720
Lowe Wealth Advisors
Maryland
$99K -$7.68K -69 -7%
WTB
721
Washington Trust Bank
Washington
$97K +$11.1K +100 +13%
SFM
722
Signet Financial Management
New Jersey
$90K +$92.7K +832 New
ACA
723
Atlas Capital Advisors
Wyoming
$84.3K +$87K +781 New
AIM
724
Advantage Investment Management
Iowa
$81K +$22.3K +200 +36%
PSC
725
Prentiss Smith & Co
Vermont
$76K – – –
27 28
29
30 31