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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
426
Certified Advisory Corp
Florida
$330K +$818 +8 +0.2%
QPWM
427
Quadrant Private Wealth Management
Pennsylvania
$329K – – –
RSWM
428
Robertson Stephens Wealth Management
California
$328K – – –
MCM
429
Magnolia Capital Management
New York
$326K – – –
XT
430
XTX Topco
Cayman Islands
$324K +$343K +3,349 New
ACP
431
Aviance Capital Partners
Florida
$322K -$23K -225 -6%
VWM
432
Venturi Wealth Management
Texas
$320K – – –
KCM
433
Kathmere Capital Management
Pennsylvania
$318K +$336K +3,289 New
EWM
434
EPG Wealth Management
Georgia
$315K +$4.71K +46 +1%
ALAM
435
Asahi Life Asset Management
Japan
$315K +$333K +3,260 New
KeyBank National Association
436
KeyBank National Association
Ohio
$312K -$6.14K -60 -2%
SPP
437
Single Point Partners
Massachusetts
$310K +$327K +3,202 New
SW
438
SVB Wealth
Massachusetts
$307K +$50.7K +496 +19%
RTC
439
Riverview Trust Company
Washington
$306K – – –
CCP
440
Corient Capital Partners
California
$305K -$61.6K -602 -16%
CRC
441
Curi RMB Capital
Illinois
$305K – – –
WT
442
Whittier Trust
California
$305K – – –
WIA
443
World Investment Advisors
California
$298K – – –
NHC
444
Nicholas Hoffman & Company
Georgia
$295K – – –
EM
445
Excalibur Management
Massachusetts
$294K +$1.23K +12 +0.4%
CIA
446
Capital Investment Advisors
Georgia
$292K – – –
Lazard Asset Management
447
Lazard Asset Management
New York
$290K – – –
RWP
448
RWA Wealth Partners
Massachusetts
$290K – – –
Lido Advisors
449
Lido Advisors
California
$290K +$77.5K +758 +34%
CTC
450
Central Trust Company
Missouri
$289K -$23K -225 -7%