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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
826
Washington Trust
Rhode Island
$5K +$6.12K +50 New
MWM
827
MBE Wealth Management
Wisconsin
$5K +$7.1K +58 New
RWA
828
Ropes Wealth Advisors
Massachusetts
$4K – – –
SWM
829
Sugarloaf Wealth Management
Georgia
$4K – – –
WEC
830
Winslow Evans & Crocker
Massachusetts
$4K – – –
TFO
831
Tarbox Family Office
California
$4K +$1.71K +14 +56%
RFM
832
Royal Fund Management
Florida
$4K +$5.39K +44 New
CAGAS
833
Capital Advisory Group Advisory Services
Minnesota
$4K +$5.51K +45 New
WPA
834
West Paces Advisors
Georgia
$3.42K – – –
ACA
835
Atlas Capital Advisors
Wyoming
$3.32K +$4.16K +34 New
SWA
836
Sutton Wealth Advisors
Florida
$3.22K +$367 +3 +10%
SL
837
Savior LLC
Massachusetts
$3K – – –
SIM
838
Sonora Investment Management
Arizona
$3K – – –
CFN
839
Cordasco Financial Network
Florida
$3K +$3.92K +32 New
RWM
840
Raffa Wealth Management
District of Columbia
$2.64K +$735 +6 +29%
CAM
841
Close Asset Management
United Kingdom
$2K -$73.5K -600 -97%
APW
842
Acima Private Wealth
Virginia
$2K -$55.1K -450 -96%
GWMIA
843
Global Wealth Management Investment Advisory
Florida
$2K -$1.71K -14 -47%
APC
844
Aspire Private Capital
North Carolina
$2K -$612 -5 -23%
BWM
845
Baystate Wealth Management
Massachusetts
$2K – – –
HI
846
Hudock Inc
Pennsylvania
$2K – – –
CCM
847
Copeland Capital Management
Pennsylvania
$2K +$735 +6 +43%
BHWM
848
Bay Harbor Wealth Management
Maryland
$2K +$2.45K +20 New
WAS
849
Winch Advisory Services
Wisconsin
$2K +$2.45K +20 New
SFA
850
Semmax Financial Advisors
North Carolina
$2K +$2.57K +21 New
32 33
34
35 36