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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
426
Pinnacle West Asset Management
Wyoming
$426K
CA
427
Cullinan Associates
Kentucky
$426K
HT
428
Headlands Technologies
Illinois
$420K +$406K +3,944 New
SSWM
429
Smith Salley Wealth Management
North Carolina
$415K -$23.2K -226 -5%
Verition Fund Management
430
Verition Fund Management
Connecticut
$415K +$1.23K +12 +0.3%
SAM
431
Summit Asset Management
Tennessee
$409K
FSA
432
Financial Security Advisor
Virginia
$409K
CCG
433
Cypress Capital Group
Florida
$406K -$4.11K -40 -1%
LFA
434
Legacy Financial Advisors
Kentucky
$405K +$52.2K +508 +15%
PPG
435
Peak Planning Group
Colorado
$404K +$391K +3,799 New
TCOV
436
Trust Company of Vermont
Vermont
$401K
PP
437
PDS Planning
Ohio
$394K +$7.92K +77 +2%
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$391K +$122K +1,187 +48%
SCM
439
Sollinda Capital Management
Florida
$391K +$10.4K +101 +3%
MCM
440
MAI Capital Management
Ohio
$389K +$28.7K +279 +8%
RBFC
441
Roman Butler Fullerton & Co
Missouri
$387K +$1.75K +17 +0.5%
CBTWT
442
Community Bank & Trust (Waco, Texas)
Texas
$385K +$372K +3,616 New
PP
443
Paloma Partners
Connecticut
$383K +$370K +3,600 New
HTHT
444
Hemenway Trust Hemenway Trust
New Hampshire
$377K -$26.7K -260 -7%
GWM
445
Geneos Wealth Management
Colorado
$376K
KCM
446
Kathmere Capital Management
Pennsylvania
$375K +$55.8K +543 +18%
CLOS
447
Compagnie Lombard Odier SCmA
Switzerland
$373K
CWM
448
Chemistry Wealth Management
New York
$371K -$51.5K -501 -13%
CC
449
Callan Capital
California
$371K +$72.6K +706 +25%
T
450
TOBAM
France
$371K