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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
301
Triangle Securities Wealth Management
North Carolina
$599K -$13.7K -175 -2%
BAC
302
Boys Arnold & Co
North Carolina
$596K – – –
FPFS
303
First Personal Financial Services
North Carolina
$586K +$1.56K +20 +0.3%
PP
304
Patten & Patten
Tennessee
$579K – – –
CPSAC
305
Chas P. Smith & Associates (CPS)
Florida
$577K – – –
BC
306
Brinker Capital
Pennsylvania
$561K +$391 +5 +0.1%
SAM
307
Shikiar Asset Management
New York
$550K – – –
TAM
308
Trillium Asset Management
Massachusetts
$541K -$3.37M -43,104 -86%
William Blair & Company
309
William Blair & Company
Illinois
$526K -$14.5K -186 -3%
CGT
310
Capital Guardian Trust
California
$519K -$291K -3,725 -36%
NGA
311
Naples Global Advisors
Florida
$516K – – –
CCA
312
Checchi Capital Advisers
California
$506K +$5K +64 +1%
CIAS
313
Capital Investment Advisory Services
North Carolina
$501K -$5.47K -70 -1%
MC
314
Moors & Cabot
Massachusetts
$499K – – –
AIP
315
ARS Investment Partners
New York
$497K +$489K +6,260 New
HTHT
316
Hemenway Trust Hemenway Trust
New Hampshire
$488K – – –
DIM
317
DC Investments Management
Virginia
$485K -$63.3K -810 -12%
HIC
318
Holderness Investments Company
North Carolina
$480K – – –
MWM
319
Marietta Wealth Management
Georgia
$478K -$24.7K -316 -5%
CCG
320
Cypress Capital Group
Florida
$456K +$47.3K +605 +12%
SCM
321
Sterling Capital Management
North Carolina
$455K – – –
BOPW
322
Brandywine Oak Private Wealth
Pennsylvania
$455K +$448K +5,733 New
WAM
323
Weatherly Asset Management
California
$454K – – –
H
324
HoyleCohen
California
$453K -$15.6K -200 -3%
JMFC
325
J.M. Forbes & Co
Massachusetts
$445K – – –