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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
826
D'Orazio & Associates
Virginia
$38K – – –
PWMG
827
Prestige Wealth Management Group
New Jersey
$38K +$17.1K +129 +77%
AA
828
Advisory Alpha
Michigan
$38K +$36.1K +273 New
DA
829
Denali Advisors
California
$38K +$39.7K +300 New
HWA
830
HHM Wealth Advisors
Tennessee
$37K – – –
CWC
831
Carolinas Wealth Consulting
North Carolina
$36K +$2.78K +21 +8%
PO
832
Private Ocean
California
$33K -$17.3K -131 -34%
NSIM
833
North Star Investment Management
Illinois
$31K – – –
CB
834
CNB Bank
Pennsylvania
$29K – – –
SBL
835
Sargent Bickham Lagudis
Colorado
$29K – – –
TFS
836
TrustCore Financial Services
Tennessee
$29K – – –
CYG
837
Clean Yield Group
Vermont
$27K -$5.69K -43 -17%
FCA
838
FinTrust Capital Advisors
South Carolina
$27K – – –
ATC
839
Adirondack Trust Company
New York
$26K – – –
KPCM
840
Kings Point Capital Management
New York
$26K – – –
MMG
841
Monetary Management Group
Missouri
$26K – – –
PP
842
PrairieView Partners
Minnesota
$26K – – –
TFO
843
Tarbox Family Office
California
$26K – – –
CPW
844
Catalyst Private Wealth
California
$24K +$24.3K +184 New
QCMC
845
Quantum Capital Management (California)
California
$23K -$132 -1 -0.5%
ETC
846
Exchange Traded Concepts
Oklahoma
$22K +$7.67K +58 +52%
LWM
847
Liberty Wealth Management
California
$21K +$132 +1 +0.6%
GI
848
Gradient Investments
Minnesota
$21K +$1.98K +15 +10%
GWS
849
Glassman Wealth Services
Virginia
$20K +$3.7K +28 +22%
WEC
850
Winslow Evans & Crocker
Massachusetts
$20K +$16.5K +125 +391%
32 33
34
35 36