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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1051
Highline Wealth Partners
California
$9.33K +$1.39K +12 +17%
RTC
1052
Riverview Trust Company
Washington
$9.05K -$33K -285 -78%
MWA
1053
Medallion Wealth Advisors
Connecticut
$9.05K +$9.26K +80 New
WWA
1054
Wingate Wealth Advisors
Massachusetts
$9.05K +$9.26K +80 New
JFA
1055
JNBA Financial Advisors
Minnesota
$8.71K
FPF
1056
First Pacific Financial
Washington
$8.48K
HPC
1057
HM Payson & Co
Maine
$8.48K +$8.69K +75 New
CAM
1058
Costello Asset Management
Pennsylvania
$7.92K
AF
1059
Advisornet Financial
Minnesota
$7.69K +$7.41K +64 +1,600%
HFM
1060
Harvest Fund Management
China
$7K
RWM
1061
Raffa Wealth Management
District of Columbia
$6.91K +$2.78K +24 +65%
AF
1062
Atala Financial
California
$6.9K +$7.06K +61 New
SO
1063
Sierra Ocean
California
$6.81K +$6.95K +60 New
ZB
1064
Zions Bancorporation
Utah
$6.22K
LIS
1065
Legacy Investment Solutions
Idaho
$6.06K
LWMI
1066
Legacy Wealth Management (Idaho)
Idaho
$6.06K
MAM
1067
Morse Asset Management
Connecticut
$5.66K -$435K -3,753 -99%
OA
1068
Operose Advisors
Wisconsin
$5.66K -$15.1K -130 -72%
VWA
1069
VSM Wealth Advisory
Maryland
$5.66K +$5.79K +50 New
TAM
1070
Tucker Asset Management
Colorado
$5.57K
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$5.43K
SIS
1072
Sound Income Strategies
Florida
$5.43K +$463 +4 +9%
BAM
1073
Bellevue Asset Management
Washington
$4.86K +$4.98K +43 New
PWMG
1074
Prestige Wealth Management Group
New Jersey
$4.75K
M
1075
MOTCO
Texas
$4.52K