We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Sugarloaf Wealth Management
Georgia
$4K – – –
WEC
827
Winslow Evans & Crocker
Massachusetts
$4K – – –
TFO
828
Tarbox Family Office
California
$4K +$1.71K +14 +56%
RFM
829
Royal Fund Management
Florida
$4K +$5.39K +44 New
CAGAS
830
Capital Advisory Group Advisory Services
Minnesota
$4K +$5.51K +45 New
WPA
831
West Paces Advisors
Georgia
$3.42K – – –
ACA
832
Atlas Capital Advisors
Wyoming
$3.32K +$4.16K +34 New
SWA
833
Sutton Wealth Advisors
Florida
$3.22K +$367 +3 +10%
FCH
834
Freestone Capital Holdings
Washington
$3.02K -$584K -4,770 -13%
SL
835
Savior LLC
Massachusetts
$3K – – –
SIM
836
Sonora Investment Management
Arizona
$3K – – –
CFN
837
Cordasco Financial Network
Florida
$3K +$3.92K +32 New
CCT
838
Capital City Trust
Florida
$2.93K +$180K +1,473 +5%
RWM
839
Raffa Wealth Management
District of Columbia
$2.64K +$735 +6 +29%
CAM
840
Close Asset Management
United Kingdom
$2K -$73.5K -600 -97%
APW
841
Acima Private Wealth
Virginia
$2K -$55.1K -450 -96%
GWMIA
842
Global Wealth Management Investment Advisory
Florida
$2K -$1.71K -14 -47%
APC
843
Aspire Private Capital
North Carolina
$2K -$612 -5 -23%
BWM
844
Baystate Wealth Management
Massachusetts
$2K – – –
HI
845
Hudock Inc
Pennsylvania
$2K – – –
CCM
846
Copeland Capital Management
Pennsylvania
$2K +$735 +6 +43%
BHWM
847
Bay Harbor Wealth Management
Maryland
$2K +$2.45K +20 New
WAS
848
Winch Advisory Services
Wisconsin
$2K +$2.45K +20 New
SFA
849
Semmax Financial Advisors
North Carolina
$2K +$2.57K +21 New
UFF
850
USA Financial Formulas
Michigan
$1K -$490 -4 -22%
32 33
34
35 36