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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
901
TrustCore Financial Services
Tennessee
$50K +$14.7K +103 +45%
FWM
902
Filbrandt Wealth Management
Wisconsin
$45K -$27.2K -190 -39%
VCG
903
Vantage Consulting Group
Virginia
$45K +$42.6K +298 New
HWA
904
HHM Wealth Advisors
Tennessee
$44K – – –
PO
905
Private Ocean
California
$39K – – –
COCM
906
Charter Oak Capital Management
New Hampshire
$39K +$37.1K +259 New
Jones Financial Companies
907
Jones Financial Companies
Missouri
$38K +$35.8K +250 New
NSIM
908
North Star Investment Management
Illinois
$36K – – –
SBL
909
Sargent Bickham Lagudis
Colorado
$35K – – –
PP
910
Peconic Partners
New York
$35K +$32.6K +228 New
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$34K -$14.3K -100 -31%
CB
912
CNB Bank
Pennsylvania
$34K – – –
EI
913
Ellevest Inc
New York
$32K +$24.9K +174 +435%
ATC
914
Adirondack Trust Company
New York
$31K – – –
CYG
915
Clean Yield Group
Vermont
$31K – – –
FCA
916
FinTrust Capital Advisors
South Carolina
$31K – – –
TFO
917
Tarbox Family Office
California
$31K – – –
MA
918
MCF Advisors
Kentucky
$30K -$30.3K -212 -51%
KPCM
919
Kings Point Capital Management
New York
$30K – – –
MMG
920
Monetary Management Group
Missouri
$30K – – –
PP
921
PrairieView Partners
Minnesota
$30K – – –
JFA
922
JNBA Financial Advisors
Minnesota
$30K +$7.44K +52 +36%
GWS
923
Glassman Wealth Services
Virginia
$28K +$4.43K +31 +20%
LWM
924
Liberty Wealth Management
California
$26K – – –
APA
925
American Portfolios Advisors
New York
$25.3K +$15.9K +111 +198%