We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Profund Advisors
Maryland
$297K +$45.6K +434 +18%
TVAMP
752
Tennessee Valley Asset Management Partners
Tennessee
$297K +$304K +2,897 New
VCM
753
Voleon Capital Management
California
$297K +$304K +2,895 New
PCA
754
Purkiss Capital Advisors
Connecticut
$297K +$304K +2,889 New
JF
755
Joule Financial
Kentucky
$296K -$3.99K -38 -1%
TCM
756
Triumph Capital Management
Colorado
$291K -$5.04K -48 -2%
HPM
757
Hoxton Planning & Management
West Virginia
$291K +$22.1K +210 +8%
TIM
758
Tortoise Investment Management
New York
$291K +$315 +3 +0.1%
HAS
759
Horizon Advisory Services
New York
$289K -$5.04K -48 -2%
IFG
760
Independent Financial Group
California
$288K -$52.5K -500 -15%
LCM
761
Landscape Capital Management
New Jersey
$287K -$162K -1,538 -35%
DWT
762
Dorsey & Whitney Trust
South Dakota
$287K +$1.05K +10 +0.4%
BWM
763
BAM Wealth Management
Colorado
$286K +$293K +2,788 New
FAN
764
Financial Advisors Network
California
$285K +$16.5K +157 +6%
CI
765
CX Institutional
Indiana
$285K +$160K +1,524 +121%
LFS
766
Legacy Financial Strategies
Kansas
$285K +$9.35K +89 +3%
CT
767
Caldwell Trust
Florida
$283K -$20.4K -194 -7%
CAM
768
Cidel Asset Management
Ontario, Canada
$280K – – –
CT
769
Coastline Trust
Rhode Island
$279K – – –
RWM
770
Revisor Wealth Management
Ohio
$278K -$86.9K -827 -24%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$278K -$4.2K -40 -1%
PTC
772
Private Trust Company
Ohio
$277K +$5.78K +55 +2%
HCM
773
Hollencrest Capital Management
California
$277K – – –
CWM
774
Cornerstone Wealth Management
Missouri
$274K +$21.2K +202 +8%
MWM
775
Modera Wealth Management
New Jersey
$274K – – –
29 30
31
32 33