We are live on ! Find out more
RY icon

Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
AI
451
Atria Investments
North Carolina
$930K +$7.53K +49 +0.9%
SBF
452
Sara-Bay Financial
Florida
$925K -$6.3K -41 -0.8%
AWP
453
Abacus Wealth Partners
California
$925K +$833K +5,423 New
CC
454
Citrine Capital
California
$923K – – –
DAS
455
Dynamic Advisor Solutions
Arizona
$922K +$326K +2,124 +65%
IWC
456
Integrated Wealth Concepts
Massachusetts
$919K -$213K -1,387 -20%
LWAM
457
Legacy Wealth Asset Management
Minnesota
$913K -$43K -280 -5%
BP
458
Ballentine Partners
Massachusetts
$892K +$12.3K +80 +2%
CAM
459
Cresset Asset Management
Illinois
$892K +$119K +774 +17%
SIC
460
Salem Investment Counselors
North Carolina
$881K – – –
HIC
461
Holderness Investments Company
North Carolina
$877K -$23K -150 -3%
SPC
462
Spirepoint Private Client
Florida
$873K – – –
AG
463
Ascent Group
Virginia
$869K -$14.6K -95 -2%
SAI
464
Savvy Advisors Inc
New York
$866K +$53.3K +347 +7%
MHIC
465
Marble Harbor Investment Counsel
Massachusetts
$853K – – –
SB
466
Strategic Blueprint
Georgia
$850K -$5.53K -36 -0.7%
LGF
467
LGT Group Foundation
Liechtenstein
$846K +$123K +800 +19%
AssetMark Inc
468
AssetMark Inc
California
$836K +$37.9K +247 +5%
MCM
469
Magnolia Capital Management
New York
$829K +$105K +685 +16%
RT
470
Rockland Trust
Massachusetts
$818K – – –
BWM
471
BlackDiamond Wealth Management
New York
$811K – – –
MPIA
472
Mountain Pacific Investment Advisers
Idaho
$810K – – –
CWM
473
Cordatus Wealth Management
Pennsylvania
$807K -$33.5K -218 -4%
CD
474
Capital Developers
North Carolina
$804K +$725K +4,718 New
KWM
475
Kingsview Wealth Management
Oregon
$802K +$245K +1,593 +51%