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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1101
Retirement Group
California
$10K +$10.4K +51 New
RPCONE
1102
Retirement Planning Company of New England
Rhode Island
$10K +$10.8K +53 New
Loomis, Sayles & Company
1103
Loomis, Sayles & Company
Massachusetts
$9K -$12.8K -63 -59%
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
VRM
1105
Vectors Research Management
New York
$9K – – –
CWM
1106
Cedar Wealth Management
California
$8K – – –
M
1107
MOTCO
Texas
$8K – – –
SN
1108
Sittner & Nelson
Oregon
$8K – – –
RWM
1109
Raffa Wealth Management
District of Columbia
$7.28K – – –
AS
1110
Altshuler Shaham
Israel
$7K -$216K -1,062 -97%
SWM
1111
Sugarloaf Wealth Management
Georgia
$7K – – –
WTA
1112
Washington Trust Advisors
Massachusetts
$7K +$7.72K +38 New
GFPC
1113
Global Financial Private Client
Florida
$6.1K +$4.67K +23 +288%
DWP
1114
Destiny Wealth Partners
Florida
$6K – – –
HI
1115
Hudock Inc
Pennsylvania
$6K – – –
CA
1116
Crewe Advisors
Utah
$6K +$5.69K +28 New
KFP
1117
KB Financial Partners
New Jersey
$6K +$5.89K +29 New
CFD
1118
Creative Financial Designs
Indiana
$5K -$6.91K -34 -57%
SC
1119
Sierra Capital
Florida
$5K +$5.08K +25 New
JWA
1120
JFS Wealth Advisors
Pennsylvania
$5K +$5.28K +26 New
RA
1121
Rise Advisors
New York
$4.69K +$4.88K +24 New
CAM
1122
Close Asset Management
United Kingdom
$4K – – –
CCM
1123
Copeland Capital Management
Pennsylvania
$4K – – –
WAS
1124
Winch Advisory Services
Wisconsin
$4K – – –
SC
1125
Schubert & Co
Texas
$4K +$4.06K +20 New