We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
751
Wendell David Associates
New Hampshire
$311K +$288K +2,890 New
SW
752
SVB Wealth
Massachusetts
$310K -$1.39K -14 -0.5%
LA
753
LVW Advisors
New York
$309K +$286K +2,870 New
HSA
754
HBK Sorce Advisory
Pennsylvania
$309K -$28.1K -282 -9%
GT
755
Greenleaf Trust
Michigan
$309K -$250K -2,512 -47%
EWM
756
Elevatus Welath Management
New York
$308K +$285K +2,858 New
RIA
757
Regal Investment Advisors
Michigan
$305K -$196K -1,970 -41%
EWA
758
Encompass Wealth Advisors
Oregon
$302K – – –
MSA
759
Marino Stram & Associates
Massachusetts
$301K -$29.2K -293 -9%
AF
760
Arrow Financial
New York
$295K -$23.8K -239 -8%
TWA
761
TCI Wealth Advisors
Arizona
$294K -$1.49K -15 -0.5%
GAM
762
Guinness Asset Management
United Kingdom
$293K +$9.66K +97 +4%
HCM
763
Hollencrest Capital Management
California
$291K – – –
DWM
764
Darwin Wealth Management
Florida
$288K -$13.6K -137 -5%
SWM
765
Spire Wealth Management
Virginia
$287K -$3.88K -39 -1%
BMC
766
Benin Management Corp
Connecticut
$286K +$265K +2,660 New
TA
767
TFG Advisers
Michigan
$285K -$9.26K -93 -3%
IIA
768
ICW Investment Advisors
Arizona
$285K +$26K +261 +11%
HGERS
769
Householder Group Estate & Retirement Specialist
Arizona
$282K +$27.9K +280 +12%
TAM
770
Trust Asset Management
Texas
$281K – – –
UFF
771
USA Financial Formulas
Michigan
$280K +$259K +2,604 New
SSB
772
Sandy Spring Bank
Maryland
$279K -$17.9K -180 -6%
WMA
773
Wealth Management Associates
New Jersey
$279K +$258K +2,590 New
VFA
774
Valeo Financial Advisors
Indiana
$279K +$258K +2,587 New
NPT
775
National Philanthropic Trust
Pennsylvania
$278K +$257K +2,583 New
29 30
31
32 33