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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
751
Sheets Smith Wealth Management
North Carolina
$311K +$5.03K +45 +2%
EWA
752
Etesian Wealth Advisors
Oregon
$308K -$893 -8 -0.3%
CAM
753
Cypress Asset Management
Texas
$306K -$7.37K -66 -3%
GHA
754
GW Henssler & Associates
Georgia
$305K +$3.69K +33 +1%
IF
755
Insight Folios
North Carolina
$303K -$1.79K -16 -0.6%
PCS
756
Personal CFO Solutions
New Jersey
$302K +$60.4K +541 +28%
TPW
757
TL Private Wealth
Texas
$299K
JF
758
Jump Financial
Illinois
$297K -$2.96M -26,529 -92%
JCM
759
Jacobi Capital Management
Pennsylvania
$296K +$5.47K +49 +2%
NFSG
760
Newbridge Financial Services Group
Florida
$296K +$271K +2,428 New
MAS
761
Meeder Advisory Services
Ohio
$296K -$11.7K -105 -4%
VFA
762
Valeo Financial Advisors
Indiana
$295K +$8.04K +72 +3%
Capstone Investment Advisors
763
Capstone Investment Advisors
New York
$295K -$421K -3,765 -61%
PPW
764
Presilium Private Wealth
Pennsylvania
$294K
CIA
765
Concurrent Investment Advisors
Florida
$294K -$145K -1,297 -35%
LC
766
Lincoln Capital
Nebraska
$293K
EH
767
Equitable Holdings
New York
$292K +$46.9K +420 +21%
FMN
768
Financial Management Network
California
$292K +$112 +1 +0%
HGERS
769
Householder Group Estate & Retirement Specialist
Arizona
$291K -$26.2K -235 -9%
MMA
770
Miracle Mile Advisors
California
$291K
DWM
771
Darwin Wealth Management
Florida
$291K -$32.4K -290 -11%
DILIC
772
Dai-ichi Life Insurance Company
Japan
$291K +$266K +2,383 New
PSC
773
Portman Square Capital
United Kingdom
$290K -$1.15M -10,336 -81%
MIM
774
MTM Investment Management
South Carolina
$290K -$16.6K -149 -6%
CAM
775
Cidel Asset Management
Ontario, Canada
$289K +$11.6K +104 +5%