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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
H
376
HoyleCohen
California
$575K
LWAM
377
Legacy Wealth Asset Management
Minnesota
$574K +$13.5K +137 +2%
JMFC
378
J.M. Forbes & Co
Massachusetts
$565K
HIC
379
Holderness Investments Company
North Carolina
$555K
AFG
380
Atomi Financial Group
New York
$552K +$201K +2,034 +59%
PA
381
Parallel Advisors
California
$551K +$79.4K +805 +17%
SBF
382
Sara-Bay Financial
Florida
$550K -$13.5K -137 -2%
HF
383
HRT Financial
New York
$544K -$228K -2,311 -30%
GWANC
384
Guardian Wealth Advisors (North Carolina)
North Carolina
$542K
RA
385
Ruggaard & Associates
Ohio
$535K +$12.3K +125 +2%
BFG
386
Bleakley Financial Group
New Jersey
$535K +$17.2K +174 +3%
SW
387
Simplicity Wealth
New Jersey
$533K +$521K +5,281 New
KA
388
Klingman & Associates
New York
$529K -$21.7K -220 -4%
AAS
389
Avantax Advisory Services
Texas
$527K +$12.2K +124 +2%
HWM
390
HB Wealth Management
Georgia
$523K +$9.67K +98 +2%
VT
391
Vise Technologies
New York
$522K +$51.3K +520 +11%
SIC
392
Salem Investment Counselors
North Carolina
$521K
BC
393
Burney Company
Virginia
$518K -$289K -2,926 -36%
SPC
394
Spirepoint Private Client
Florida
$517K +$506K +5,123 New
PSP
395
Principal Street Partners
Tennessee
$508K
MHIC
396
Marble Harbor Investment Counsel
Massachusetts
$505K
WPC
397
Wedmont Private Capital
Pennsylvania
$504K
SIA
398
Schechter Investment Advisors
Michigan
$502K +$49.8K +505 +11%
WWMSC
399
Wagner Wealth Management (South Carolina)
South Carolina
$492K +$43.4K +440 +10%
Brown Advisory
400
Brown Advisory
Maryland
$489K -$30.8K -312 -6%