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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1026
Winch Advisory Services
Wisconsin
$2.43K – – –
CAC
1027
Core Alternative Capital
Georgia
$2.29K – – –
GBT
1028
Grove Bank & Trust
Florida
$2.29K +$2.31K +21 New
DF
1029
Dunhill Financial
United Kingdom
$2.1K – – –
VAMG
1030
Voisard Asset Management Group
Michigan
$2.07K +$2.09K +19 New
AW
1031
Avion Wealth
Texas
$2K -$1.32K -12 -38%
WWP
1032
WR Wealth Planners
Missouri
$1.96K +$220 +2 +13%
CIA
1033
Cape Investment Advisory
Georgia
$1.96K +$1.98K +18 New
APW
1034
Acima Private Wealth
Virginia
$1.85K – – –
NCM
1035
Northwest Capital Management
Oregon
$1.85K – – –
DFA
1036
DHJJ Financial Advisors
Illinois
$1.42K – – –
PFG
1037
Peterson Financial Group
Iowa
$1.41K +$1.43K +13 New
APC
1038
Aspire Private Capital
North Carolina
$1.31K – – –
GJIA
1039
Glass Jacobson Investment Advisors
Maryland
$1.09K – – –
CMP
1040
Coston McIsaac & Partners
Maine
$1K – – –
PCM
1041
Penserra Capital Management
California
$1K – – –
TFA
1042
Transamerica Financial Advisors
Florida
$1K – – –
WPA
1043
West Paces Advisors
Georgia
$980 – – –
CA
1044
Claris Advisors
Missouri
$871 +$878 +8 New
CPG
1045
Cornerstone Planning Group
New Jersey
$674 +$329 +3 +100%
OC
1046
Oakworth Capital
Alabama
$545 +$549 +5 New
AF
1047
Advisornet Financial
Minnesota
$436 -$549 -5 -56%
TC
1048
Trust Company
Kansas
$436 – – –
WA
1049
WestEnd Advisors
North Carolina
$436 – – –
RWM
1050
Reston Wealth Management
Virginia
$436 +$439 +4 New