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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
901
Sonora Investment Management
Arizona
$4K – – –
WEC
902
Winslow Evans & Crocker
Massachusetts
$4K – – –
RWM
903
Raffa Wealth Management
District of Columbia
$3.95K +$570 +5 +19%
BWM
904
Baystate Wealth Management
Massachusetts
$3K – – –
HI
905
Hudock Inc
Pennsylvania
$3K +$114 +1 +4%
CFD
906
Creative Financial Designs
Indiana
$3K +$3.08K +27 New
AF
907
Advisornet Financial
Minnesota
$2K -$13.6K -119 -89%
APW
908
Acima Private Wealth
Virginia
$2K – – –
BHWM
909
Bay Harbor Wealth Management
Maryland
$2K – – –
CAM
910
Close Asset Management
United Kingdom
$2K – – –
CCM
911
Copeland Capital Management
Pennsylvania
$2K – – –
GWMIA
912
Global Wealth Management Investment Advisory
Florida
$2K – – –
WAS
913
Winch Advisory Services
Wisconsin
$2K – – –
JWM
914
Janiczek Wealth Management
Colorado
$2K +$1.94K +17 New
GT
915
Glenmede Trust
Pennsylvania
$2K +$2.05K +18 New
MIM
916
Macroview Investment Management
Maryland
$2K +$2.28K +20 New
EI
917
Ellevest Inc
New York
$1K -$6.38K -56 -84%
TL
918
TrueWealth LLC
Georgia
$1K – – –
VCM
919
Versant Capital Management
Arizona
$1K – – –
TFA
920
Transamerica Financial Advisors
Florida
$1K +$228 +2 New
BWM
921
BerganKDV Wealth Management
Minnesota
$1K +$912 +8 New
GEA
922
Glen Eagle Advisors
New Jersey
$494 +$114 +1 +33%
WIM
923
Westside Investment Management
California
$16 – – –
Capital World Investors
924
Capital World Investors
California
– -$176M -1,800,000 Closed
CCM
925
Check Capital Management
California
– -$38.4M -393,147 Closed