We are live on ! Find out more
TROW icon

T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Evolution Wealth Management
Florida
$6.18K +$5.88K +64 New
DWM
1002
Darwin Wealth Management
Florida
$5.97K -$204K -2,219 -97%
TWD
1003
True Wealth Design
Ohio
$5.95K +$1.65K +18 +41%
GBT
1004
Grove Bank & Trust
Florida
$5.79K +$1.84K +20 +50%
FFO
1005
Fortitude Family Office
Arizona
$5.6K -$3.12K -34 -37%
WOC
1006
West Oak Capital
California
$5.55K -$154K -1,680 -23%
LWMI
1007
Legacy Wealth Management (Idaho)
Idaho
$5.31K – – –
LIS
1008
Legacy Investment Solutions
Idaho
$5.31K +$5.05K +55 New
JFA
1009
JNBA Financial Advisors
Minnesota
$5.02K – – –
VWA
1010
VSM Wealth Advisory
Maryland
$4.83K – – –
TCM
1011
TD Capital Management
Tennessee
$4.73K – – –
MSFP
1012
Mark Sheptoff Financial Planning
Connecticut
$4.63K – – –
HHMI
1013
Howard Hughes Medical Institute
Maryland
$4.63K +$4.41K +48 New
WA
1014
Whipplewood Advisors
Colorado
$4.44K – – –
SIS
1015
Sound Income Strategies
Florida
$4.25K -$4.96K -54 -55%
M
1016
MOTCO
Texas
$4.06K – – –
BTD
1017
BankPlus Trust Department
Mississippi
$3.76K – – –
AA
1018
Ancora Advisors
Ohio
$3.76K -$275 -3 -7%
RTC
1019
Riverview Trust Company
Washington
$3.47K -$3.31K -36 -50%
RWM
1020
Rialto Wealth Management
New York
$3.47K +$2.57K +28 +350%
CPG
1021
Cornerstone Planning Group
New Jersey
$3.17K +$1.65K +18 +150%
T
1022
TOBAM
France
$3K – – –
AW
1023
Avion Wealth
Texas
$3K +$1.84K +20 +100%
SA
1024
Scarborough Advisors
Maryland
$2.99K +$2.85K +31 New
AWM
1025
Abound Wealth Management
Tennessee
$2.9K – – –
39 40
41
42 43