TROW icon

T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
GT
826
Greenleaf Trust
Michigan
$262K -$269K -2,322 -50%
CWM
827
Cornerstone Wealth Management
Missouri
$261K +$1.39K +12 +0.5%
BPFA
828
Barnes Pettey Financial Advisors
Mississippi
$260K – – –
DWM
829
Darwin Wealth Management
Florida
$258K -$19K -164 -7%
RWM
830
Riverbend Wealth Management
South Carolina
$258K +$264K +2,276 New
SAM
831
Strategy Asset Managers
California
$258K +$12.5K +108 +5%
PW
832
PUREfi Wealth
Massachusetts
$257K +$263K +2,273 New
FMLI
833
Fukoku Mutual Life Insurance
Japan
$255K – – –
CI
834
Cigna Investments
Connecticut
$255K – – –
MNBTD
835
Moody National Bank Trust Division
Texas
$255K -$695 -6 -0.3%
SW
836
SteelPeak Wealth
California
$254K +$260K +2,248 New
FAFN
837
First Affirmative Financial Network
Colorado
$254K +$20.7K +179 +9%
FNBT
838
FineMark National Bank & Trust
Florida
$253K -$12.2K -105 -4%
IWA
839
Icon Wealth Advisors
Texas
$252K +$29.4K +254 +13%
VST
840
Van Strum & Towne
California
$252K +$258K +2,230 New
CFO
841
Callan Family Office
Pennsylvania
$252K +$258K +2,225 New
KWA
842
Kingswood Wealth Advisors
California
$250K +$256K +2,214 New
CL
843
CSS LLC
Illinois
$249K +$255K +2,200 New
APA
844
Astoria Portfolio Advisors
New York
$247K +$255K +2,204 New
DZ Bank
845
DZ Bank
Germany
$247K -$150K -1,295 -37%
SIA
846
Soltis Investment Advisors
Utah
$246K +$811 +7 +0.3%
EWA
847
Etesian Wealth Advisors
Oregon
$245K – – –
PWM
848
Paulson Wealth Management
Illinois
$245K +$16K +138 +7%
AIC
849
Archer Investment Corporation
Indiana
$244K – – –
CPIG
850
Chicago Partners Investment Group
Illinois
$242K +$9.84K +85 +4%