We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
926
Carolinas Wealth Consulting
North Carolina
$55K -$38.7K -236 -42%
TWM
927
Tradition Wealth Management
Minnesota
$55K +$52.2K +318 New
PSB
928
Piscataqua Savings Bank
New Hampshire
$54K +$51.8K +316 New
FWM
929
Filbrandt Wealth Management
Wisconsin
$51K – – –
HWA
930
HHM Wealth Advisors
Tennessee
$50K – – –
COCM
931
Charter Oak Capital Management
New Hampshire
$45K +$164 +1 +0.4%
MPWT
932
MassMutual Private Wealth & Trust
Connecticut
$45K +$5.74K +35 +16%
PO
933
Private Ocean
California
$44K – – –
HI
934
Human Investing
Oregon
$42K -$55.1K -336 -58%
NSIM
935
North Star Investment Management
Illinois
$41K – – –
CWP
936
Concord Wealth Partners
Virginia
$41K +$38.7K +236 +4,720%
TFS
937
TrustCore Financial Services
Tennessee
$40K -$16.4K -100 -30%
PP
938
Peconic Partners
New York
$39K – – –
CB
939
CNB Bank
Pennsylvania
$38K – – –
SCA
940
Stonebridge Capital Advisors
Minnesota
$38K +$36.6K +223 New
BWL
941
Bogart Wealth LLC
Virginia
$37K +$25.6K +156 +260%
FCA
942
FinTrust Capital Advisors
South Carolina
$36K – – –
GWS
943
Glassman Wealth Services
Virginia
$36K +$3.77K +23 +12%
TFO
944
Tarbox Family Office
California
$35K – – –
ATC
945
Adirondack Trust Company
New York
$34K – – –
KPCM
946
Kings Point Capital Management
New York
$34K – – –
MMG
947
Monetary Management Group
Missouri
$34K – – –
PP
948
PrairieView Partners
Minnesota
$34K – – –
MA
949
Montag & Associates
Georgia
$28K – – –
CFO
950
CVA Family Office
Colorado
$27K +$25.4K +155 New
36 37
38
39 40