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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
PM
326
Pembroke Management
Quebec, Canada
$716K +$94.5K +1,001 +22%
TWD
327
True Wealth Design
Ohio
$716K +$719K +7,616 New
ECM
328
Evergreen Capital Management
Washington
$716K -$49.1K -520 -6%
OWP
329
Obermeyer Wealth Partners
Colorado
$716K – – –
CICI
330
Capital Investment Counsel Inc
North Carolina
$713K – – –
SFA
331
Sequoia Financial Advisors
Ohio
$712K +$265K +2,807 +59%
FOA
332
Five Oceans Advisors
California
$704K – – –
PFA
333
Pathway Financial Advisers
Indiana
$703K +$705K +7,472 New
KI
334
Kula Investments
Illinois
$694K +$514K +5,448 New
DA
335
Duality Advisers
Florida
$686K +$688K +7,291 New
First Manhattan
336
First Manhattan
New York
$684K – – –
CCG
337
Cypress Capital Group
Florida
$668K +$17.8K +189 +3%
AWA
338
Arkadios Wealth Advisors
Georgia
$668K +$1.79K +19 +0.3%
AC
339
AXQ Capital
New Jersey
$668K +$670K +7,100 New
EWA
340
Exencial Wealth Advisors
Oklahoma
$648K -$8.5K -90 -1%
NGA
341
Naples Global Advisors
Florida
$640K – – –
WCA
342
Westover Capital Advisors
Delaware
$635K -$182K -1,930 -22%
SFG
343
Sather Financial Group
Texas
$626K +$628K +6,655 New
CGL
344
Clarius Group LLC
Washington
$623K +$121K +1,284 +24%
IWA
345
Intercontinental Wealth Advisors
Texas
$615K +$3.12K +33 +0.5%
ALAM
346
Asahi Life Asset Management
Japan
$614K +$251K +2,660 +69%
GWS
347
Glassman Wealth Services
Virginia
$613K -$20.3K -215 -3%
KC
348
Kingfisher Capital
North Carolina
$605K +$4.72K +50 +0.8%
OTPPB
349
Ontario Teachers' Pension Plan Board
Ontario, Canada
$603K +$270K +2,864 +81%
WG
350
Welch Group
Alabama
$601K – – –