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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
426
180 Wealth Advisors
Washington
$374K -$534K -5,142 -61%
LWANC
427
Laurel Wealth Advisors (North Carolina)
North Carolina
$372K – – –
FT
428
Fiduciary Trust
Massachusetts
$371K – – –
FOA
429
Five Oceans Advisors
California
$371K +$363K +3,495 New
SIA
430
Schechter Investment Advisors
Michigan
$362K +$354K +3,406 New
QPWM
431
Quadrant Private Wealth Management
Pennsylvania
$361K -$10.4K -100 -3%
RSWM
432
Robertson Stephens Wealth Management
California
$360K – – –
CAC
433
Certified Advisory Corp
Florida
$360K +$727 +7 +0.2%
MCM
434
Magnolia Capital Management
New York
$358K – – –
SFA
435
Sequoia Financial Advisors
Ohio
$357K +$349K +3,360 New
KeyBank National Association
436
KeyBank National Association
Ohio
$354K -$2.28K -22 -0.7%
LFA
437
Legacy Financial Advisors
Kentucky
$349K +$62.1K +598 +22%
WIA
438
World Investment Advisors
California
$346K – – –
FA
439
FDx Advisors
Illinois
$345K -$519 -5 -0.2%
PP
440
Palladium Partners
Virginia
$343K – – –
BAM
441
Belpointe Asset Management
Nevada
$340K +$30.2K +291 +10%
RTC
442
Riverview Trust Company
Washington
$336K -$40.3K -388 -11%
BF
443
BOK Financial
Oklahoma
$335K +$98.1K +945 +43%
WT
444
Whittier Trust
California
$334K – – –
PWPS
445
Pinnacle Wealth Planning Services
Ohio
$332K +$56.6K +545 +21%
TRCT
446
Tower Research Capital (TRC)
New York
$331K -$207K -1,990 -39%
EIP
447
Epoch Investment Partners
New York
$328K +$23.7K +228 +8%
SWM
448
Spire Wealth Management
Virginia
$328K +$102K +979 +46%
CA
449
Cetera Advisors
Colorado
$325K -$22.4K -216 -7%
NHC
450
Nicholas Hoffman & Company
Georgia
$324K – – –