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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
376
Beirne Wealth Consulting Services
Connecticut
$450K +$479K +5,000 New
QCG
377
Quadrant Capital Group
Ohio
$447K -$200K -2,082 -30%
TSWM
378
Triangle Securities Wealth Management
North Carolina
$446K – – –
AIA
379
Armor Investment Advisors
North Carolina
$442K -$65.2K -680 -12%
EBT
380
Enterprise Bank & Trust
Massachusetts
$432K – – –
SFA
381
Sequoia Financial Advisors
Ohio
$429K -$41.7K -435 -8%
LNC
382
Lincoln National Corp
Pennsylvania
$417K +$96 +1 +0%
NP
383
Ninepoint Partners
Ontario, Canada
$415K – – –
CLOS
384
Compagnie Lombard Odier SCmA
Switzerland
$411K – – –
BSW
385
Buckingham Strategic Wealth
Missouri
$411K +$7.38K +77 +2%
RHBC
386
R.H. Bluestein & Co
Michigan
$405K -$47.9K -500 -10%
HTHT
387
Hemenway Trust Hemenway Trust
New Hampshire
$402K -$57.5K -600 -12%
IAA
388
Independent Advisor Alliance
North Carolina
$401K -$17.6K -184 -4%
ATC
389
Argent Trust Co
Tennessee
$401K – – –
SSWM
390
Smith Salley Wealth Management
North Carolina
$392K – – –
WA
391
Waverly Advisors
Alabama
$377K -$190K -1,977 -32%
CG
392
Cutler Group
California
$371K -$10.5K -110 -3%
FPFS
393
First Personal Financial Services
North Carolina
$371K +$3.93K +41 +1%
GI
394
Gradient Investments
Minnesota
$361K -$9.69K -101 -2%
TFS
395
TrustCore Financial Services
Tennessee
$360K – – –
CA
396
Cullinan Associates
Kentucky
$360K +$384K +4,000 New
BF
397
BOK Financial
Oklahoma
$359K +$103K +1,079 +37%
WFA
398
Wipfli Financial Advisors
Wisconsin
$357K +$381K +3,968 New
TRCT
399
Tower Research Capital (TRC)
New York
$354K -$496K -5,174 -57%
WPC
400
Wedmont Private Capital
Pennsylvania
$351K – – –