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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1101
Cornerstone Planning Group
New Jersey
$3.5K -$102 -1 -3%
IWM
1102
IMG Wealth Management
Florida
$3.3K +$2.97K +29 New
BFS
1103
Bare Financial Services
Pennsylvania
$3.18K +$307 +3 +12%
SIM
1104
Sims Investment Management
Ohio
$3.1K +$2.76K +27 New
FMP
1105
Financial Management Professionals
Texas
$3.07K – – –
DPW
1106
DiNuzzo Private Wealth
Pennsylvania
$3.07K +$409 +4 +17%
DWM
1107
Darwin Wealth Management
Florida
$3.05K – – –
HFS
1108
Hughes Financial Services
Virginia
$2.96K +$614 +6 +30%
GEA
1109
Glen Eagle Advisors
New Jersey
$2.96K +$2.66K +26 New
WPWM
1110
Western Pacific Wealth Management
Illinois
$2.84K – – –
WAS
1111
Winch Advisory Services
Wisconsin
$2.77K – – –
WPA
1112
West Paces Advisors
Georgia
$2.73K +$2.46K +24 New
CIAS
1113
CBIZ Investment Advisory Services
Ohio
$2.52K – – –
PGAM
1114
Princeton Global Asset Management
New Jersey
$2.27K -$20.4K -199 -91%
KG
1115
Kilter Group
New York
$2.27K -$102 -1 -5%
SIM
1116
Synergy Investment Management
Florida
$2.26K +$1.94K +19 New
RWM
1117
Raffa Wealth Management
District of Columbia
$2.16K +$102 +1 +6%
PS
1118
Planning Strategies
Pennsylvania
$2.05K +$1.84K +18 New
PCM
1119
Penserra Capital Management
California
$2K +$614 +6 +50%
WA
1120
Whipplewood Advisors
Colorado
$1.93K -$1.43K -14 -45%
APW
1121
Acima Private Wealth
Virginia
$1.93K – – –
ITIM
1122
Indiana Trust & Investment Management
Indiana
$1.93K – – –
HIA
1123
HFM Investment Advisors
New Jersey
$1.93K +$1.13K +11 +183%
NRG
1124
Nemes Rush Group
Michigan
$1.82K – – –
CSC
1125
Caldwell Sutter Capital
California
$1.71K -$1.53K -15 -50%
43 44
45
46 47