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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1201
IMG Wealth Management
Florida
– -$7.37K -72 Closed
BP
1202
BNP Paribas
France
– -$6.23K -60 Closed
SHIM
1203
Stone House Investment Management
Pennsylvania
– -$5.58K -55 Closed
CFFP
1204
Center for Financial Planning
Michigan
– -$5.12K -50 Closed
IBOK
1205
Independence Bank of Kentucky
Kentucky
– -$5.12K -50 Closed
TCM
1206
TD Capital Management
Tennessee
– -$5.02K -49 Closed
HHMI
1207
Howard Hughes Medical Institute
Maryland
– -$4.91K -48 Closed
AS
1208
Altshuler Shaham
Israel
– -$3.99K -39 Closed
MSWM
1209
Mowery & Schoenfeld Wealth Management
Illinois
– -$3.99K -39 Closed
OC
1210
Optima Capital
Oregon
– -$2.97K -29 Closed
RTL
1211
Red Tortoise LLC
Georgia
– -$2.05K -20 Closed
TAM
1212
Tucker Asset Management
Colorado
– -$1.43K -14 Closed
EWP
1213
Elevation Wealth Partners
California
– -$1.23K -12 Closed
GWSA
1214
Global Wealth Strategies & Associates
Colorado
– -$1.23K -12 Closed
CWP
1215
Clark Wealth Partners
Illinois
– -$1.13K -11 Closed
WWA
1216
Wealth Watch Advisors
Colorado
– -$1.13K -11 Closed
IPS
1217
Investors Portfolio Services
Washington
– -$944 -9 Closed
TBFA
1218
Three Bearings Fiduciary Advisors
New Hampshire
– -$529 -5 Closed
CWP
1219
Concord Wealth Partners
Virginia
– -$205 -2 Closed
PWAM
1220
Private Wealth Asset Management
Iowa
– -$205 -2 Closed
SFG
1221
Strive Financial Group
Indiana
– -$205 -2 Closed
DWM
1222
Dogwood Wealth Management
Kansas
– -$102 -1 Closed