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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
326
Glassman Wealth Services
Virginia
$739K +$5.61K +55 +0.7%
TSWM
327
Triangle Securities Wealth Management
North Carolina
$733K – – –
OWP
328
Obermeyer Wealth Partners
Colorado
$729K +$747K +7,326 New
GC
329
Guggenheim Capital
Illinois
$727K -$29.6K -290 -4%
First Manhattan
330
First Manhattan
New York
$724K – – –
KC
331
Kingfisher Capital
North Carolina
$721K +$4.28K +42 +0.6%
SW
332
SVB Wealth
Massachusetts
$706K +$217K +2,131 +43%
GT
333
Glenmede Trust
Pennsylvania
$700K +$21.2K +208 +3%
PSUF
334
People's United Financial
Connecticut
$696K +$713K +7,000 New
GWM
335
GSB Wealth Management
Connecticut
$694K +$224K +2,200 +46%
SMA
336
Sage Mountain Advisors
Georgia
$690K – – –
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$689K -$102 -1 -0%
AWA
338
Arkadios Wealth Advisors
Georgia
$686K -$78.5K -770 -10%
RJT
339
Raymond James Trust
Florida
$680K -$13.8K -135 -2%
WFI
340
West Family Investments
California
$674K +$68.6K +673 +11%
Vanguard Personalized Indexing Management
341
Vanguard Personalized Indexing Management
California
$670K +$88.2K +866 +15%
IWA
342
Intercontinental Wealth Advisors
Texas
$660K -$22.8K -224 -3%
NGA
343
Naples Global Advisors
Florida
$654K – – –
QI
344
Qtron Investments
Massachusetts
$651K +$395K +3,879 +146%
WA
345
Waverly Advisors
Alabama
$647K – – –
WG
346
Welch Group
Alabama
$646K – – –
IAA
347
Independent Advisor Alliance
North Carolina
$646K +$21.8K +214 +3%
CCA
348
Checchi Capital Advisers
California
$637K +$50.1K +492 +8%
CIAS
349
Capital Investment Advisory Services
North Carolina
$636K +$4.08K +40 +0.6%
ACM
350
Ategra Capital Management
Virginia
$635K -$12.7K -125 -2%