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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1001
Physician Wealth Advisors
Utah
$6.94K +$872 +9 +13%
TGY2IT
1002
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$6.94K +$7.46K +77 New
CFG
1003
Clayton Financial Group
Missouri
$6.94K +$2.52K +26 +51%
PMFA
1004
Plante Moran Financial Advisors
Michigan
$6.76K -$34K -351 -82%
OCM
1005
Osbon Capital Management
Massachusetts
$6.76K – – –
AT
1006
Arlington Trust
Alabama
$6.67K +$7.17K +74 New
KCM
1007
Key Capital Management
Tennessee
$6.58K +$6.3K +65 +813%
GSWM
1008
Golden State Wealth Management
California
$6.4K -$21.3K -220 -76%
BIA
1009
Bell Investment Advisors
California
$6.22K +$1.07K +11 +19%
STB
1010
S&T Bank
Pennsylvania
$6.13K +$5.13K +53 +353%
OCWP
1011
Owl Creek Wealth Partners
Colorado
$5.86K +$6.3K +65 New
CSB
1012
City State Bank
Iowa
$5.86K +$388 +4 +7%
MAM
1013
Meeder Asset Management
Ohio
$5.68K -$1.84K -19 -23%
MWA
1014
Medallion Wealth Advisors
Connecticut
$5.68K – – –
T
1015
Transce3nd
Texas
$5.41K -$775 -8 -12%
GBT
1016
Grove Bank & Trust
Florida
$5.41K – – –
IWS
1017
Intentional Wealth Strategies
Colorado
$5.23K +$5.62K +58 New
CFM
1018
Cornerstone Financial Management
Massachusetts
$5.14K +$1.26K +13 +30%
RWM
1019
Rialto Wealth Management
New York
$5.14K +$1.84K +19 +50%
CMP
1020
Coston McIsaac & Partners
Maine
$5K +$5.23K +54 +600%
MSFP
1021
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
FFO
1022
Fortitude Family Office
Arizona
$4.78K +$581 +6 +13%
JFA
1023
JNBA Financial Advisors
Minnesota
$4.69K -$775 -8 -13%
MWPCG
1024
Measured Wealth Private Client Group
New Hampshire
$4.69K – – –
VWA
1025
VSM Wealth Advisory
Maryland
$4.69K +$97 +1 +2%
39 40
41
42 43