We are live on ! Find out more
RY icon

Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
301
Welch Group
Alabama
$440K – – –
PP
302
Patten & Patten
Tennessee
$436K -$25.8K -405 -6%
PFO
303
Pathstone Family Office
New Jersey
$429K -$478K -7,509 -54%
CIAS
304
Capital Investment Advisory Services
North Carolina
$429K -$4.01K -63 -1%
CCG
305
Cypress Capital Group
Florida
$406K +$57.7K +908 +18%
MWM
306
Marietta Wealth Management
Georgia
$401K -$59.3K -932 -14%
PP
307
Palladium Partners
Virginia
$400K +$144K +2,260 +62%
AFAS
308
Acorn Financial Advisory Services
Virginia
$396K – – –
WA
309
Waverly Advisors
Alabama
$392K – – –
FNT
310
First National Trust
Pennsylvania
$391K – – –
SLT
311
St Louis Trust
Missouri
$389K – – –
ACWM
312
Adams Chetwood Wealth Management
North Carolina
$388K – – –
KA
313
Klingman & Associates
New York
$387K -$381K -5,996 -51%
H
314
HoyleCohen
California
$386K – – –
CCA
315
Checchi Capital Advisers
California
$384K +$19.3K +304 +6%
HTHT
316
Hemenway Trust Hemenway Trust
New Hampshire
$383K -$12.7K -200 -3%
SBF
317
Sara-Bay Financial
Florida
$382K +$358K +5,626 New
CSS
318
Cubist Systematic Strategies
Connecticut
$381K -$3.23M -50,812 -90%
ASN
319
Advisory Services Network
Georgia
$381K -$140K -2,195 -28%
JMFC
320
J.M. Forbes & Co
Massachusetts
$379K – – –
KFA
321
Kays Financial Advisory
Georgia
$374K – – –
HIC
322
Holderness Investments Company
North Carolina
$373K – – –
PCC
323
Park Circle Company
Maryland
$373K – – –
PFS
324
Prospera Financial Services
Texas
$368K +$26.6K +418 +8%
SBA
325
Secrest Blakey & Associates
North Carolina
$365K – – –
11 12
13
14 15