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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
Baldwin Wealth Partners
Massachusetts
$11.5K -$34.5K -300 -75%
EAM
1002
Eukles Asset Management
Ohio
$11.5K – – –
MWM
1003
Mascoma Wealth Management
New Hampshire
$11.5K – – –
GC
1004
Globeflex Capital
California
$11.1K +$7.59K +66 +220%
AWM
1005
Atticus Wealth Management
Florida
$10.8K – – –
GWMI
1006
Guardian Wealth Management (Illinois)
Illinois
$10.7K +$115 +1 +1%
FFO
1007
Fortitude Family Office
Arizona
$10.6K – – –
WB
1008
Webster Bank
Connecticut
$10.5K -$23K -200 -69%
RWM
1009
Ruedi Wealth Management
Illinois
$10K – – –
JFA
1010
JNBA Financial Advisors
Minnesota
$8.88K -$2.65K -23 -23%
ZB
1011
Zions Bancorporation
Utah
$8.88K +$2.53K +22 +40%
JWA
1012
JFS Wealth Advisors
Pennsylvania
$8.76K -$115 -1 -1%
FPF
1013
First Pacific Financial
Washington
$8.65K – – –
CAM
1014
Costello Asset Management
Pennsylvania
$8.07K – – –
OWA
1015
Opal Wealth Advisors
New York
$8.07K +$8.05K +70 New
HWP
1016
Highline Wealth Partners
California
$7.93K +$460 +4 +6%
CA
1017
Continuum Advisory
Idaho
$7.84K – – –
FFA
1018
Fairfield Financial Advisors
Massachusetts
$6.74K +$6.67K +58 New
SA
1019
Scarborough Advisors
Maryland
$6.23K – – –
RCM
1020
Raleigh Capital Management
North Carolina
$5.77K +$575 +5 +11%
TAM
1021
Tucker Asset Management
Colorado
$5.68K +$1.61K +14 +40%
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$5.54K – – –
SHIM
1023
Stone House Investment Management
Pennsylvania
$5.54K +$5.52K +48 New
AWM
1024
Abound Wealth Management
Tennessee
$5.34K +$690 +6 +15%
PWMG
1025
Prestige Wealth Management Group
New Jersey
$4.84K – – –
39 40
41
42 43