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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$5.42K – – –
CHA
977
Carmichael Hill & Associates
Maryland
$5.19K +$5.26K +46 New
JMF
978
Johnson Midwest Financial
Iowa
$5.14K +$5.14K +45 New
M
979
MOTCO
Texas
$4.52K – – –
RTL
980
Red Tortoise LLC
Georgia
$4.52K – – –
SWM
981
Sugarloaf Wealth Management
Georgia
$4.29K – – –
RWM
982
Raffa Wealth Management
District of Columbia
$4.18K – – –
FMP
983
Financial Management Professionals
Texas
$4K +$914 +8 +29%
LJHT
984
Laurie J. Hall Trustee
$4K +$3.77K +33 New
TAM
985
Tucker Asset Management
Colorado
$3.98K – – –
VCM
986
Versant Capital Management
Arizona
$3.83K – – –
WTA
987
Washington Trust Advisors
Massachusetts
$3.5K – – –
TWP
988
TFO Wealth Partners
Ohio
$3.16K +$3.2K +28 New
AWM
989
Abound Wealth Management
Tennessee
$3.05K – – –
CFD
990
Creative Financial Designs
Indiana
$2.94K – – –
DI
991
Disciplined Investments
Oklahoma
$2.6K +$800 +7 +44%
FCA
992
FinTrust Capital Advisors
South Carolina
$2.29K – – –
OIS
993
Okabena Investment Services
Minnesota
$2.15K +$114 +1 +6%
SIC
994
SJS Investment Consulting
Ohio
$2.03K -$343 -3 -14%
WPA
995
West Paces Advisors
Georgia
$2.03K +$1.03K +9 +100%
TFA
996
Transamerica Financial Advisors
Florida
$2K -$229 -2 -17%
WAS
997
Winch Advisory Services
Wisconsin
$2K – – –
APW
998
Acima Private Wealth
Virginia
$1.92K – – –
PPC
999
Park Place Capital
Alabama
$1.81K – – –
APC
1000
Aspire Private Capital
North Carolina
$1.35K – – –