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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$8.08K – – –
PCMC
1002
Planning Capital Management Corporation
Pennsylvania
$7.54K +$6.97K +70 New
CAM
1003
Costello Asset Management
Pennsylvania
$7.54K -$14.9K -150 -68%
BIA
1004
Bell Investment Advisors
California
$7.32K -$100 -1 -1%
FFA
1005
Fairfield Financial Advisors
Massachusetts
$7.27K -$7.97K -80 -54%
HFM
1006
Harvest Fund Management
China
$7K -$12.6K -126 -66%
HWP
1007
Highline Wealth Partners
California
$7K +$6.47K +65 New
VWM
1008
Venturi Wealth Management
Texas
$6.79K -$2.19K -22 -26%
GI
1009
Gradient Investments
Minnesota
$6.35K -$52.4K -526 -90%
LSA
1010
Leonteq Securities AG
Switzerland
$6.35K -$43.8K -440 -88%
SA
1011
Scarborough Advisors
Maryland
$5.82K +$5.38K +54 New
AWM
1012
Avior Wealth Management
Nebraska
$5.71K -$93K -934 -95%
ZB
1013
Zions Bancorporation
Utah
$5.49K -$9.56K -96 -65%
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$5.17K – – –
VCM
1015
Versant Capital Management
Arizona
$4.63K +$896 +9 +26%
PWMG
1016
Prestige Wealth Management Group
New Jersey
$4.52K -$5.38K -54 -56%
M
1017
MOTCO
Texas
$4.31K – – –
RTL
1018
Red Tortoise LLC
Georgia
$4.31K – – –
SWM
1019
Sugarloaf Wealth Management
Georgia
$4.09K – – –
CTWM
1020
Cherry Tree Wealth Management
Minnesota
$4.04K – – –
RWM
1021
Raffa Wealth Management
District of Columbia
$3.98K – – –
PA
1022
Pineridge Advisors
Missouri
$3.98K +$3.69K +37 New
SAM
1023
Smartleaf Asset Management
Massachusetts
$3.81K +$3.49K +35 New
TAM
1024
Tucker Asset Management
Colorado
$3.8K – – –
ME
1025
McIlrath & Eck
Washington
$3.66K +$3.39K +34 New
39 40
41
42 43