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T. Rowe Price

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