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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
976
Capital Analysts LLC
Pennsylvania
$5K +$5.18K +46 New
JMF
977
Johnson Midwest Financial
Iowa
$4.88K +$113 +1 +2%
M
978
MOTCO
Texas
$4.2K -$3.6K -32 -44%
RTL
979
Red Tortoise LLC
Georgia
$4.2K – – –
SWM
980
Sugarloaf Wealth Management
Georgia
$3.98K – – –
CTWM
981
Cherry Tree Wealth Management
Minnesota
$3.93K – – –
RWM
982
Raffa Wealth Management
District of Columbia
$3.88K – – –
TAM
983
Tucker Asset Management
Colorado
$3.7K – – –
TWP
984
TFO Wealth Partners
Ohio
$3.7K +$563 +5 +18%
AWM
985
Abound Wealth Management
Tennessee
$3.58K – – –
VCM
986
Versant Capital Management
Arizona
$3.57K -$2.03K -18 -35%
HPC
987
HM Payson & Co
Maine
$3.46K – – –
FMP
988
Financial Management Professionals
Texas
$3K -$1.35K -12 -28%
LJHT
989
Laurie J. Hall Trustee
$3K – – –
HL
990
HeadInvest LLC
Maine
$2.62K +$2.82K +25 New
AAP
991
Arax Advisory Partners
Colorado
$2.52K +$1.35K +12 +100%
SIC
992
SJS Investment Consulting
Ohio
$2.41K +$225 +2 +10%
CAM
993
Close Asset Management
United Kingdom
$2K – – –
WAS
994
Winch Advisory Services
Wisconsin
$2K – – –
T
995
TOBAM
France
$2K +$2.48K +22 New
DF
996
DecisionPoint Financial
Arizona
$1.99K +$2.14K +19 New
RA
997
Rise Advisors
New York
$1.81K -$15.1K -134 -89%
APW
998
Acima Private Wealth
Virginia
$1.78K – – –
PPC
999
Park Place Capital
Alabama
$1.68K -$33.8K -300 -95%
DFA
1000
DHJJ Financial Advisors
Illinois
$1.36K +$1.46K +13 New