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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Mascoma Wealth Management
New Hampshire
$11.5K – – –
GC
1002
Globeflex Capital
California
$11.1K +$7.59K +66 +220%
AWM
1003
Atticus Wealth Management
Florida
$10.8K – – –
GWMI
1004
Guardian Wealth Management (Illinois)
Illinois
$10.7K +$115 +1 +1%
FFO
1005
Fortitude Family Office
Arizona
$10.6K – – –
WB
1006
Webster Bank
Connecticut
$10.5K -$23K -200 -69%
RWM
1007
Ruedi Wealth Management
Illinois
$10K – – –
JFA
1008
JNBA Financial Advisors
Minnesota
$8.88K -$2.65K -23 -23%
ZB
1009
Zions Bancorporation
Utah
$8.88K +$2.53K +22 +40%
JWA
1010
JFS Wealth Advisors
Pennsylvania
$8.76K -$115 -1 -1%
FPF
1011
First Pacific Financial
Washington
$8.65K – – –
CAM
1012
Costello Asset Management
Pennsylvania
$8.07K – – –
OWA
1013
Opal Wealth Advisors
New York
$8.07K +$8.05K +70 New
HWP
1014
Highline Wealth Partners
California
$7.93K +$460 +4 +6%
CA
1015
Continuum Advisory
Idaho
$7.84K – – –
FFA
1016
Fairfield Financial Advisors
Massachusetts
$6.74K +$6.67K +58 New
SA
1017
Scarborough Advisors
Maryland
$6.23K – – –
RCM
1018
Raleigh Capital Management
North Carolina
$5.77K +$575 +5 +11%
TAM
1019
Tucker Asset Management
Colorado
$5.68K +$1.61K +14 +40%
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$5.54K – – –
SHIM
1021
Stone House Investment Management
Pennsylvania
$5.54K +$5.52K +48 New
AWM
1022
Abound Wealth Management
Tennessee
$5.34K +$690 +6 +15%
PWMG
1023
Prestige Wealth Management Group
New Jersey
$4.84K – – –
M
1024
MOTCO
Texas
$4.61K – – –
RTL
1025
Red Tortoise LLC
Georgia
$4.61K – – –
39 40
41
42 43