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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$9.14K – – –
CAM
1002
Costello Asset Management
Pennsylvania
$8.53K – – –
HFM
1003
Harvest Fund Management
China
$8K – – –
HWP
1004
Highline Wealth Partners
California
$7.97K – – –
CA
1005
Continuum Advisory
Idaho
$7.57K +$7.59K +68 New
ZB
1006
Zions Bancorporation
Utah
$6.71K +$447 +4 +8%
SA
1007
Scarborough Advisors
Maryland
$6.58K – – –
RS
1008
Rakuten Securities
Japan
$6.1K -$5.36K -48 -49%
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$5.85K – – –
RCM
1010
Raleigh Capital Management
North Carolina
$5.49K -$60.9K -545 -92%
VCM
1011
Versant Capital Management
Arizona
$5.24K – – –
PWMG
1012
Prestige Wealth Management Group
New Jersey
$5.12K – – –
AWM
1013
Abound Wealth Management
Tennessee
$4.91K +$1.12K +10 +33%
M
1014
MOTCO
Texas
$4.88K – – –
RTL
1015
Red Tortoise LLC
Georgia
$4.88K – – –
AA
1016
Ancora Advisors
Ohio
$4.75K +$4.36K +39 New
SWM
1017
Sugarloaf Wealth Management
Georgia
$4.63K – – –
CTWM
1018
Cherry Tree Wealth Management
Minnesota
$4.57K – – –
RWM
1019
Raffa Wealth Management
District of Columbia
$4.51K – – –
TAM
1020
Tucker Asset Management
Colorado
$4.3K – – –
HPC
1021
HM Payson & Co
Maine
$4.02K – – –
GI
1022
Gradient Investments
Minnesota
$3.78K -$3.13K -28 -47%
GC
1023
Globeflex Capital
California
$3.66K – – –
TWP
1024
TFO Wealth Partners
Ohio
$3.41K -$335 -3 -10%
AF
1025
Advisornet Financial
Minnesota
$2.93K +$447 +4 +20%