We are live on ! Find out more
RY icon

Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
326
Triangle Securities Wealth Management
North Carolina
$583K -$19.9K -257 -3%
MFG
327
Merit Financial Group
Georgia
$581K +$387 +5 +0.1%
Squarepoint
328
Squarepoint
New York
$581K +$548K +7,077 New
IAA
329
Independent Advisor Alliance
North Carolina
$578K +$121K +1,560 +28%
AWA
330
Arkadios Wealth Advisors
Georgia
$577K +$17.5K +226 +3%
SAM
331
Shikiar Asset Management
New York
$569K – – –
RIA
332
Regal Investment Advisors
Michigan
$562K +$530K +6,847 New
PFS
333
Prospera Financial Services
Texas
$556K +$85.4K +1,103 +19%
NGA
334
Naples Global Advisors
Florida
$540K – – –
ACM
335
Ategra Capital Management
Virginia
$534K – – –
WG
336
Welch Group
Alabama
$533K – – –
IWA
337
Intercontinental Wealth Advisors
Texas
$533K +$95.1K +1,229 +23%
CCG
338
Cypress Capital Group
Florida
$523K -$4.95K -64 -1%
PP
339
Patten & Patten
Tennessee
$519K -$7.35K -95 -1%
CIAS
340
Capital Investment Advisory Services
North Carolina
$519K – – –
CCA
341
Checchi Capital Advisers
California
$518K +$65.2K +842 +15%
CRC
342
Curi RMB Capital
Illinois
$517K – – –
BAM
343
Blueshift Asset Management
New Jersey
$515K +$486K +6,279 New
JWCA
344
J.W. Cole Advisors
Florida
$513K -$621K -8,030 -56%
X
345
Xponance
Pennsylvania
$502K – – –
BC
346
Burney Company
Virginia
$486K +$458K +5,924 New
SMA
347
Sage Mountain Advisors
Georgia
$485K +$457K +5,906 New
AFAS
348
Acorn Financial Advisory Services
Virginia
$479K – – –
FNT
349
First National Trust
Pennsylvania
$473K – – –
ACWM
350
Adams Chetwood Wealth Management
North Carolina
$469K – – –