We are live on ! Find out more
TROW icon

T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
901
Golden State Equity Partners
California
$54.7K +$58.8K +607 New
SNB
902
Security National Bank
Nebraska
$54.1K – – –
SIC
903
SJS Investment Consulting
Ohio
$54K +$54.8K +566 +1,715%
OL
904
OneFund LLC
Florida
$53.8K -$3.29K -34 -5%
NSIM
905
North Star Investment Management
Illinois
$52.9K +$3.88K +40 +7%
Q1WB
906
Quest 10 Wealth Builders
Virginia
$52.2K +$9.59K +99 +21%
JWA
907
JFS Wealth Advisors
Pennsylvania
$48.9K -$872 -9 -2%
AA
908
Addison Advisors
Vermont
$48.1K +$7.85K +81 +18%
CT
909
Clearstead Trust
Maine
$45.2K -$23.5K -243 -33%
BWL
910
Bogart Wealth LLC
Virginia
$44K +$872 +9 +2%
GKIM
911
GW&K Investment Management
Massachusetts
$42K +$8.33K +86 +22%
AF
912
Advisornet Financial
Minnesota
$41.6K +$33K +341 +282%
S
913
Sachetta
Massachusetts
$39.2K – – –
SWIM
914
Smallwood Wealth Investment Management
New Jersey
$38.4K – – –
BWM
915
Bullock Wealth Management
Indiana
$38.4K +$388 +4 +0.9%
EWM
916
Evermay Wealth Management
Virginia
$37.4K – – –
CW
917
Curio Wealth
Maryland
$35K +$194 +2 +0.5%
RFP
918
Root Financial Partners
California
$34.9K +$1.55K +16 +4%
QC
919
Quent Capital
New York
$34.6K -$3.97K -41 -10%
TIAA Trust, National Association
920
TIAA Trust, National Association
North Carolina
$34.6K -$322K -3,327 -90%
SCM
921
Silvant Capital Management
Georgia
$34.3K – – –
CSPIA
922
Cary Street Partners Investment Advisory
Virginia
$33.8K +$7.27K +75 +25%
HWA
923
Heritage Wealth Advisors
Virginia
$33.7K +$36.2K +374 New
SRCM
924
Signature Resources Capital Management
California
$33K -$775 -8 -2%
PFBT
925
Parkside Financial Bank & Trust
Missouri
$32.5K +$1.36K +14 +4%