TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
776
ICA Group Wealth Management
Colorado
$277K +$61.5K +617 +32%
EWA
777
Etesian Wealth Advisors
Oregon
$276K -$2.79K -28 -1%
CAM
778
Columbia Asset Management
Michigan
$274K +$253K +2,545 New
MAS
779
Meeder Advisory Services
Ohio
$273K -$50.8K -510 -17%
MIM
780
MTM Investment Management
South Carolina
$272K -$19.9K -200 -7%
BTWM
781
Baker Tilly Wealth Management
Wisconsin
$271K -$26.8K -269 -10%
SSWM
782
Sheets Smith Wealth Management
North Carolina
$270K -$51.6K -518 -17%
IF
783
Insight Folios
North Carolina
$270K +$3.49K +35 +1%
TPW
784
TL Private Wealth
Texas
$269K – – –
OHWA
785
Oak Hill Wealth Advisors
Virginia
$269K – – –
FMN
786
Financial Management Network
California
$266K +$6.17K +62 +3%
GHA
787
GW Henssler & Associates
Georgia
$266K -$18K -181 -7%
MFG
788
Merit Financial Group
Georgia
$266K +$246K +2,467 New
PPW
789
Presilium Private Wealth
Pennsylvania
$260K – – –
LC
790
Lincoln Capital
Nebraska
$259K – – –
MFS
791
Mirabella Financial Services
United Kingdom
$259K +$239K +2,404 New
MMA
792
Miracle Mile Advisors
California
$257K -$697 -7 -0.3%
RCM
793
Radnor Capital Management
Pennsylvania
$257K – – –
JCM
794
Jacobi Capital Management
Pennsylvania
$256K +$18.8K +189 +9%
AAS
795
Avantax Advisory Services
Texas
$255K -$97.4K -978 -29%
LAM
796
L2 Asset Management
Massachusetts
$255K +$86.1K +864 +58%
CI
797
Cigna Investments
Connecticut
$254K – – –
OAM
798
Oppenheimer Asset Management
New York
$252K -$80.4K -807 -26%
SIA
799
Soltis Investment Advisors
Utah
$251K -$199 -2 -0.1%
SRL
800
Scientech Research LLC
New Jersey
$251K +$232K +2,331 New
30 31
32
33 34