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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
476
BlackDiamond Wealth Management
New York
$981K – – –
PPG
477
Peak Planning Group
Colorado
$967K +$174K +937 +25%
BJL
478
Brighton Jones LLC
Washington
$966K +$378K +2,037 +78%
TCM
479
Tuttle Capital Management
Connecticut
$940K – – –
RA
480
Ruggaard & Associates
Ohio
$936K – – –
PSP
481
Principal Street Partners
Tennessee
$929K – – –
EWA
482
EverSource Wealth Advisors
Alabama
$927K -$468K -2,520 -36%
GWANC
483
Guardian Wealth Advisors (North Carolina)
North Carolina
$923K -$235K -1,269 -22%
CAM
484
Cresset Asset Management
Illinois
$918K -$119K -643 -13%
AWM
485
Axxcess Wealth Management
California
$914K +$819K +4,414 New
SGI
486
Summit Global Investments
Utah
$912K -$19.9K -107 -2%
KeyBank National Association
487
KeyBank National Association
Ohio
$911K -$661K -3,561 -45%
GM
488
GeoWealth Management
Illinois
$910K -$61.6K -332 -7%
ASN
489
Advisory Services Network
Georgia
$909K +$58.8K +317 +8%
MWM
490
Modern Wealth Management
Kansas
$902K +$142K +766 +21%
BC
491
Burney Company
Virginia
$898K -$1.85K -10 -0.2%
IIL
492
Income Insurance Ltd
$875K – – –
AAM
493
Advisors Asset Management
Colorado
$875K +$15.6K +84 +2%
CIA
494
Concurrent Investment Advisors
Florida
$871K +$82.2K +443 +12%
CFG
495
Citizens Financial Group
Rhode Island
$867K +$5.38K +29 +0.7%
DWM
496
Diversify Wealth Management
Utah
$863K +$442K +2,382 +137%
DAS
497
Diversify Advisory Services
Utah
$863K +$764K +4,120 New
ONSWM
498
Old North State Wealth Management
North Carolina
$838K -$18.4K -99 -2%
RWP
499
RWA Wealth Partners
Massachusetts
$833K -$522K -2,814 -41%
SCM
500
SCS Capital Management
Massachusetts
$831K +$9.28K +50 +1%