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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1001
Sittner & Nelson
Oregon
$7K – – –
SWM
1002
Sugarloaf Wealth Management
Georgia
$7K – – –
AS
1003
Altshuler Shaham
Israel
$7K +$6.56K +40 New
MWP
1004
Meridian Wealth Partners
Pennsylvania
$7K +$6.56K +40 New
RWM
1005
Raffa Wealth Management
District of Columbia
$6.18K +$656 +4 +13%
WPA
1006
West Paces Advisors
Georgia
$6.01K – – –
SL
1007
Savior LLC
Massachusetts
$6K – – –
RA
1008
Resolute Advisors
California
$6K +$7.38K +45 New
FPS
1009
Fieldpoint Private Securities
Connecticut
$5K -$1.64K -10 -24%
DWP
1010
Destiny Wealth Partners
Florida
$5K – – –
KFP
1011
KB Financial Partners
New Jersey
$5K +$4.76K +29 New
BWM
1012
Baystate Wealth Management
Massachusetts
$4K – – –
HI
1013
Hudock Inc
Pennsylvania
$4K – – –
PCA
1014
Providence Capital Advisors
North Carolina
$4K – – –
VBCG
1015
Valley Brook Capital Group
Pennsylvania
$4K +$3.94K +24 New
SIS
1016
Sound Income Strategies
Florida
$3.26K -$12.5K -76 -80%
APW
1017
Acima Private Wealth
Virginia
$3K – – –
CAM
1018
Close Asset Management
United Kingdom
$3K – – –
CCM
1019
Copeland Capital Management
Pennsylvania
$3K – – –
MLFP
1020
MPS Loria Financial Planners
Illinois
$3K – – –
WAS
1021
Winch Advisory Services
Wisconsin
$3K – – –
MWA
1022
Moser Wealth Advisors
Washington
$3K +$2.46K +15 New
WCM
1023
Wealthcare Capital Management
Virginia
$3K +$2.46K +15 New
BA
1024
Bellwether Advisors
Nebraska
$3K +$3.12K +19 New
AF
1025
Advisornet Financial
Minnesota
$2K – – –