We are live on ! Find out more
RY icon

Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
401
HB Wealth Management
Georgia
$409K +$81.7K +865 +25%
SIA
402
Schechter Investment Advisors
Michigan
$409K +$89.5K +948 +28%
GWM
403
GSB Wealth Management
Connecticut
$407K -$236K -2,500 -37%
PA
404
Parallel Advisors
California
$406K -$81.6K -864 -17%
SSWM
405
Smith Salley Wealth Management
North Carolina
$400K -$9.44K -100 -2%
RBFC
406
Roman Butler Fullerton & Co
Missouri
$397K +$1.51K +16 +0.4%
WA
407
Waverly Advisors
Alabama
$394K – – –
FPFS
408
First Personal Financial Services
North Carolina
$387K – – –
WPC
409
Wedmont Private Capital
Pennsylvania
$383K +$4.44K +47 +1%
LFA
410
Legacy Financial Advisors
Kentucky
$382K +$26.3K +279 +7%
TFS
411
TrustCore Financial Services
Tennessee
$376K – – –
CA
412
Cullinan Associates
Kentucky
$376K – – –
GCM
413
Galibier Capital Management
Ontario, Canada
$367K +$369K +3,910 New
EWM
414
EPG Wealth Management
Georgia
$365K +$18.2K +193 +5%
GI
415
Gradient Investments
Minnesota
$365K -$11.8K -125 -3%
SAM
416
Summit Asset Management
Tennessee
$362K – – –
WWMSC
417
Wagner Wealth Management (South Carolina)
South Carolina
$360K +$172K +1,817 +90%
CF
418
Centaurus Financial
California
$357K -$3.87K -41 -1%
PCA
419
Prosperity Capital Advisors
Ohio
$352K +$354K +3,745 New
IDA
420
Intelligence Driven Advisers
California
$351K – – –
PAS
421
Park Avenue Securities
New York
$346K +$66.7K +707 +24%
BF
422
BOK Financial
Oklahoma
$343K -$32.3K -342 -9%
BC
423
Bridgefront Capital
Texas
$340K +$341K +3,613 New
CAC
424
Certified Advisory Corp
Florida
$339K +$755 +8 +0.2%
TPCW
425
TD Private Client Wealth
New York
$337K -$11.3K -120 -3%
15 16
17
18 19