We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
926
Key Financial Inc
Pennsylvania
$153K -$1.94K -19 -1%
VCM
927
Versant Capital Management
Arizona
$145K -$31.5K -308 -19%
MO
928
McMillan Office
Michigan
$142K – – –
CCWM
929
Cassaday & Co Wealth Management
Virginia
$141K -$818 -8 -0.6%
CFO
930
CVA Family Office
Colorado
$137K +$46.9K +459 +62%
EWA
931
EverSource Wealth Advisors
Alabama
$136K -$81.6K -798 -40%
MPWT
932
MassMutual Private Wealth & Trust
Connecticut
$131K +$10.1K +99 +9%
BWA
933
Basecamp Wealth Advisors
Washington
$124K -$15.6K -153 -12%
AG
934
AmeriFlex Group
Nevada
$121K +$4.71K +46 +5%
WT
935
Whittier Trust
California
$120K -$19.3K -189 -16%
CT
936
Caldwell Trust
Florida
$116K -$97.6K -954 -48%
MB
937
MidFirst Bank
Oklahoma
$116K – – –
TIM
938
Thompson Investment Management
Wisconsin
$114K – – –
ABWM
939
Alpine Bank Wealth Management
Colorado
$114K +$102K +1,000 New
MPW
940
MASECO Private Wealth
$112K +$1.23K +12 +1%
IFWM
941
Institute for Wealth Management
Colorado
$112K +$101K +984 New
BCWM
942
Bartlett & Co Wealth Management
Ohio
$103K +$1.02K +10 +1%
SAM
943
S.A. Mason
Michigan
$101K +$90.5K +885 New
BTI
944
Blue Trust Inc
Georgia
$95.6K +$6.65K +65 +8%
AIM
945
Axiom Investment Management
New York
$95.5K – – –
WCM
946
Winthrop Capital Management
Indiana
$93K – – –
A
947
Allianz
Germany
$87.5K +$78.8K +770 New
FC
948
Financial Consulate
Maryland
$86.2K +$102 +1 +0.1%
WFA
949
West Financial Advisors
Iowa
$83.7K – – –
EA
950
Evolution Advisers
Virginia
$82K – – –
36 37
38
39 40