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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1051
Millstone Evans Group
Colorado
$9.39K +$9.61K +83 New
HWP
1052
Highline Wealth Partners
California
$9.33K +$1.39K +12 +17%
RTC
1053
Riverview Trust Company
Washington
$9.05K -$33K -285 -78%
MWA
1054
Medallion Wealth Advisors
Connecticut
$9.05K +$9.26K +80 New
WWA
1055
Wingate Wealth Advisors
Massachusetts
$9.05K +$9.26K +80 New
JFA
1056
JNBA Financial Advisors
Minnesota
$8.71K – – –
FPF
1057
First Pacific Financial
Washington
$8.48K – – –
HPC
1058
HM Payson & Co
Maine
$8.48K +$8.69K +75 New
CAM
1059
Costello Asset Management
Pennsylvania
$7.92K – – –
AF
1060
Advisornet Financial
Minnesota
$7.69K +$7.41K +64 +1,600%
HFM
1061
Harvest Fund Management
China
$7K – – –
RWM
1062
Raffa Wealth Management
District of Columbia
$6.91K +$2.78K +24 +65%
AF
1063
Atala Financial
California
$6.9K +$7.06K +61 New
SO
1064
Sierra Ocean
California
$6.81K +$6.95K +60 New
ZB
1065
Zions Bancorporation
Utah
$6.22K – – –
LIS
1066
Legacy Investment Solutions
Idaho
$6.06K – – –
LWMI
1067
Legacy Wealth Management (Idaho)
Idaho
$6.06K – – –
MAM
1068
Morse Asset Management
Connecticut
$5.66K -$435K -3,753 -99%
OA
1069
Operose Advisors
Wisconsin
$5.66K -$15.1K -130 -72%
VWA
1070
VSM Wealth Advisory
Maryland
$5.66K +$5.79K +50 New
TAM
1071
Tucker Asset Management
Colorado
$5.57K – – –
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$5.43K – – –
SIS
1073
Sound Income Strategies
Florida
$5.43K +$463 +4 +9%
BAM
1074
Bellevue Asset Management
Washington
$4.86K +$4.98K +43 New
PWMG
1075
Prestige Wealth Management Group
New Jersey
$4.75K – – –