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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1051
Independence Bank of Kentucky
Kentucky
$5.12K -$2.58K -25 -33%
CFFP
1052
Center for Financial Planning
Michigan
$5.12K +$5.16K +50 New
TCM
1053
TD Capital Management
Tennessee
$5.02K – – –
HHMI
1054
Howard Hughes Medical Institute
Maryland
$4.91K – – –
MSFP
1055
Mark Sheptoff Financial Planning
Connecticut
$4.91K – – –
FFO
1056
Fortitude Family Office
Arizona
$4.81K -$1.14K -11 -19%
CFM
1057
Cornerstone Financial Management
Massachusetts
$4.5K +$4.54K +44 New
CHC
1058
City Holding Co
West Virginia
$4.3K -$27.9K -270 -87%
M
1059
MOTCO
Texas
$4.09K – – –
AW
1060
Avion Wealth
Texas
$4K +$516 +5 +13%
AS
1061
Altshuler Shaham
Israel
$3.99K -$103 -1 -3%
AA
1062
Ancora Advisors
Ohio
$3.99K – – –
MSWM
1063
Mowery & Schoenfeld Wealth Management
Illinois
$3.99K +$4.03K +39 New
RWM
1064
Rialto Wealth Management
New York
$3.89K – – –
RTC
1065
Riverview Trust Company
Washington
$3.69K – – –
SIC
1066
SJS Investment Consulting
Ohio
$3.4K +$1.45K +14 +74%
AWM
1067
Abound Wealth Management
Tennessee
$3.39K +$310 +3 +10%
SA
1068
Scarborough Advisors
Maryland
$3.17K – – –
PIS
1069
POM Investment Strategies
North Carolina
$3.17K +$3.2K +31 New
OC
1070
Optima Capital
Oregon
$2.97K +$2.99K +29 New
DPW
1071
DiNuzzo Private Wealth
Pennsylvania
$2.77K – – –
WPWM
1072
Western Pacific Wealth Management
Illinois
$2.56K -$63K -610 -96%
CPG
1073
Cornerstone Planning Group
New Jersey
$2.53K -$18K -174 -88%
WAS
1074
Winch Advisory Services
Wisconsin
$2.43K +$103 +1 +4%
AP
1075
Aspect Partners
Virginia
$2.25K +$310 +3 +16%
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