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RBC Bearings

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bare Financial Services
Pennsylvania
$6.73K – – –
CTC
502
Cetera Trust Company
Minnesota
$6.73K – – –
MFP
503
Meramec Financial Planners
Missouri
$5.99K +$4.66K +11 New
TCM
504
TD Capital Management
Tennessee
$5.83K – – –
MAS
505
MPWM Advisory Solutions
Georgia
$5.38K – – –
FFO
506
Fortitude Family Office
Arizona
$4.93K +$423 +1 +10%
BAM
507
Bellevue Asset Management
Washington
$4.48K – – –
SL
508
Salomon & Ludwin
Virginia
$4.15K – – –
CAL
509
Capital Advisors Ltd
Ohio
$4K – – –
AFG
510
Albion Financial Group
Utah
$3.59K – – –
RWM
511
Raffa Wealth Management
District of Columbia
$3.59K – – –
MA
512
Montag & Associates
Georgia
$3.23K -$423 -1 -13%
PWA
513
Provenance Wealth Advisors
Florida
$3.14K – – –
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$2.69K – – –
MAM
515
Marquette Asset Management
Minnesota
$2.69K +$847 +2 +50%
BIA
516
Bell Investment Advisors
California
$2.24K -$12.7K -30 -86%
TFA
517
Transamerica Financial Advisors
Florida
$2.24K +$2.12K +5 New
Toronto Dominion Bank
518
Toronto Dominion Bank
Ontario, Canada
$1.96K +$1.69K +4 New
CH
519
Cromwell Holdings
Wyoming
$1.79K – – –
SHIM
520
Stone House Investment Management
Pennsylvania
$1.79K – – –
EW
521
Elyxium Wealth
California
$1.79K +$1.69K +4 New
BTI
522
Blue Trust Inc
Georgia
$1.34K +$423 +1 +50%
HFS
523
Hughes Financial Services
Virginia
$897 – – –
SC
524
SouthState Corp
Florida
$897 – – –
RWM
525
Rialto Wealth Management
New York
$897 +$423 +1 +100%