TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
751
Baldwin Wealth Partners
Massachusetts
$373K +$10.3K +67 +3%
CCA
752
Checchi Capital Advisers
California
$372K +$2.93K +19 +0.8%
CWM
753
Cornerstone Wealth Management
Missouri
$372K +$62.7K +406 +20%
AIL
754
AGF Investments LLC
Ontario, Canada
$370K +$2.63K +17 +0.7%
SC
755
Savant Capital
Illinois
$370K +$19.8K +128 +6%
BRA
756
Bender Robert & Associates
California
$368K -$9.26K -60 -2%
PCMN
757
Paradigm Capital Management (Nevada)
Nevada
$368K +$376K +2,435 New
GL
758
Graypoint LLC
New York
$365K -$3.09K -20 -0.8%
TWA
759
TCI Wealth Advisors
Arizona
$364K -$15.7K -102 -4%
LC
760
Lincoln Capital
Nebraska
$364K – – –
MCM
761
Mendel Capital Management
Arkansas
$355K +$146K +945 +67%
LCM
762
Liberty Capital Management
Michigan
$352K – – –
BPFA
763
Barnes Pettey Financial Advisors
Mississippi
$348K – – –
CI
764
Conning Inc
Connecticut
$347K -$23.2K -150 -6%
TPW
765
TL Private Wealth
Texas
$347K – – –
TAM
766
Trust Asset Management
Texas
$345K +$9.26K +60 +3%
GT
767
Glenview Trust
Kentucky
$339K +$61.6K +399 +22%
SAM
768
Security Asset Management
New York
$339K +$84.9K +550 +33%
GA
769
Greytown Advisors
Florida
$334K -$55.7K -361 -14%
KFS
770
Kurt F. Somerville
$333K – – –
GLLW
771
Graves Light Lenhart Wealth
Virginia
$331K – – –
GVAG
772
Great Valley Advisor Group
Delaware
$330K -$44.5K -288 -13%
CI
773
CX Institutional
Indiana
$329K +$336K +2,173 New
RMCM
774
Reynders McVeigh Capital Management
Massachusetts
$328K – – –
WCAMG
775
Woodard & Company Asset Management Group
North Carolina
$328K +$32.9K +213 +11%
29 30
31
32 33