RBC icon

RBC Bearings

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Activest Wealth Management
Florida
$16.8K – – –
KFAS
552
Keating Financial Advisory Services
Kansas
$16.8K +$1.06K +2 +7%
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$15.2K +$1.06K +2 +8%
CFO
554
CVA Family Office
Colorado
$15.2K +$14.9K +28 New
National Bank of Canada
555
National Bank of Canada
Quebec, Canada
$15.2K -$15.4K -29 -51%
LI
556
LRI Investments
Florida
$13.6K +$2.65K +5 +25%
IWS
557
Intentional Wealth Strategies
Colorado
$13.6K +$13.3K +25 New
CI
558
CX Institutional
Indiana
$12K +$11.7K +22 New
HFM
559
Harvest Fund Management
China
$12K +$12.2K +23 New
JWM
560
JPL Wealth Management
Colorado
$11.4K +$11.1K +21 New
FFO
561
Fortitude Family Office
Arizona
$10.9K +$4.78K +9 +82%
ANBT
562
American National Bank & Trust
Texas
$10.3K – – –
BWL
563
Bogart Wealth LLC
Virginia
$10.3K +$531 +1 +6%
JWA
564
JFS Wealth Advisors
Pennsylvania
$9.78K +$531 +1 +6%
TPCW
565
TD Private Client Wealth
New York
$9.78K -$2.12K -4 -18%
BFS
566
Bare Financial Services
Pennsylvania
$9.78K +$1.59K +3 +20%
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$9.23K +$531 +1 +6%
EF
568
Entrust Financial
Pennsylvania
$8.69K -$531 -1 -6%
SIS
569
Sound Income Strategies
Florida
$8.28K – – –
MB
570
MidFirst Bank
Oklahoma
$8.15K -$656K -1,236 -99%
CTC
571
Cetera Trust Company
Minnesota
$8.15K – – –
TPWA
572
Twin Peaks Wealth Advisors
California
$8.15K +$7.96K +15 New
TCM
573
TD Capital Management
Tennessee
$7.06K – – –
MFP
574
Meramec Financial Planners
Missouri
$6.57K – – –
MAS
575
MPWM Advisory Solutions
Georgia
$6.52K – – –