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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1026
Red Tortoise LLC
Georgia
$4.61K
AA
1027
Ancora Advisors
Ohio
$4.5K
SWM
1028
Sugarloaf Wealth Management
Georgia
$4.38K
CTWM
1029
Cherry Tree Wealth Management
Minnesota
$4.33K
RWM
1030
Raffa Wealth Management
District of Columbia
$4.27K
IFAM
1031
Institutional & Family Asset Management
Colorado
$4.27K +$4.25K +37 New
LFG
1032
Larson Financial Group
Missouri
$4.12K -$7.01K -61 -63%
HPC
1033
HM Payson & Co
Maine
$3.81K
TWP
1034
Triad Wealth Partners
Kansas
$3.34K +$3.33K +29 New
FMP
1035
Financial Management Professionals
Texas
$3K +$1.26K +11 +69%
AW
1036
Avion Wealth
Texas
$3K +$1.96K +17 +113%
SIC
1037
SJS Investment Consulting
Ohio
$2.65K
DPW
1038
DiNuzzo Private Wealth
Pennsylvania
$2.65K +$345 +3 +15%
WAS
1039
Winch Advisory Services
Wisconsin
$2.54K
GI
1040
Gradient Investments
Minnesota
$2.54K -$1.03K -9 -29%
CJ
1041
Caitlin John
Michigan
$2.44K
CAC
1042
Core Alternative Capital
Georgia
$2.42K
DF
1043
Dunhill Financial
United Kingdom
$2.18K +$115 +1 +6%
RS
1044
Rakuten Securities
Japan
$2.08K -$3.68K -32 -64%
VWA
1045
Valued Wealth Advisors
Utah
$2.08K +$920 +8 +80%
PCM
1046
Penserra Capital Management
California
$2K
APW
1047
Acima Private Wealth
Virginia
$1.96K
NCM
1048
Northwest Capital Management
Oregon
$1.96K
WWP
1049
WR Wealth Planners
Missouri
$1.84K +$575 +5 +45%
DFA
1050
DHJJ Financial Advisors
Illinois
$1.5K