TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SVB Wealth
Massachusetts
$310K -$1.39K -14 -0.5%
LA
752
LVW Advisors
New York
$309K +$286K +2,870 New
HSA
753
HBK Sorce Advisory
Pennsylvania
$309K -$28.1K -282 -9%
GT
754
Greenleaf Trust
Michigan
$309K -$250K -2,512 -47%
EWM
755
Elevatus Welath Management
New York
$308K +$285K +2,858 New
RIA
756
Regal Investment Advisors
Michigan
$305K -$196K -1,970 -41%
EWA
757
Encompass Wealth Advisors
Oregon
$302K – – –
MSA
758
Marino Stram & Associates
Massachusetts
$301K -$29.2K -293 -9%
AF
759
Arrow Financial
New York
$295K -$23.8K -239 -8%
TWA
760
TCI Wealth Advisors
Arizona
$294K -$1.49K -15 -0.5%
GAM
761
Guinness Asset Management
United Kingdom
$293K +$9.66K +97 +4%
HCM
762
Hollencrest Capital Management
California
$291K – – –
DWM
763
Darwin Wealth Management
Florida
$288K -$13.6K -137 -5%
SWM
764
Spire Wealth Management
Virginia
$287K -$3.88K -39 -1%
BMC
765
Benin Management Corp
Connecticut
$286K +$265K +2,660 New
TA
766
TFG Advisers
Michigan
$285K -$9.26K -93 -3%
IIA
767
ICW Investment Advisors
Arizona
$285K +$26K +261 +11%
HGERS
768
Householder Group Estate & Retirement Specialist
Arizona
$282K +$27.9K +280 +12%
TAM
769
Trust Asset Management
Texas
$281K – – –
UFF
770
USA Financial Formulas
Michigan
$280K +$259K +2,604 New
SSB
771
Sandy Spring Bank
Maryland
$279K -$17.9K -180 -6%
WMA
772
Wealth Management Associates
New Jersey
$279K +$258K +2,590 New
VFA
773
Valeo Financial Advisors
Indiana
$279K +$258K +2,587 New
NPT
774
National Philanthropic Trust
Pennsylvania
$278K +$257K +2,583 New
CAM
775
Cypress Asset Management
Texas
$277K -$9.96K -100 -4%
29 30
31
32 33