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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
476
Silver Oak Securities
Tennessee
$243K +$244K +2,588 New
PWPS
477
Pinnacle Wealth Planning Services
Ohio
$243K -$248K -2,632 -50%
AG
478
Algert Global
California
$242K – – –
CCM
479
Carlson Capital Management
Minnesota
$241K – – –
BCA
480
Bray Capital Advisors
Florida
$240K – – –
OFG
481
OmniStar Financial Group
North Carolina
$239K -$5.29K -56 -2%
ACM
482
AlphaStar Capital Management
North Carolina
$237K – – –
BHPW
483
Beverly Hills Private Wealth
California
$236K +$237K +2,515 New
SCA
484
Stonebridge Capital Advisors
Minnesota
$236K +$1.98K +21 +0.8%
JLBC
485
J.L. Bainbridge & Co
Florida
$235K – – –
RSWM
486
Robertson Stephens Wealth Management
California
$235K -$84.4K -894 -26%
KFC
487
Klingenstein Fields & Co
New York
$235K – – –
RFA
488
Resurgent Financial Advisors
Georgia
$232K -$89.7K -950 -28%
GC
489
Guggenheim Capital
Illinois
$232K -$2.14M -22,627 -90%
DWP
490
Daymark Wealth Partners
Ohio
$230K +$231K +2,450 New
JIC
491
Johnson Investment Counsel
Ohio
$230K – – –
AG
492
Ascent Group
Virginia
$229K +$230K +2,432 New
CW
493
CreativeOne Wealth
Kansas
$227K +$283 +3 +0.1%
DADC
494
D.A. Davidson & Co
Montana
$227K +$4.91K +52 +2%
TF
495
Tompkins Financial
New York
$226K – – –
CFO
496
CVA Family Office
Colorado
$226K +$227K +2,400 New
MYIA
497
Mount Yale Investment Advisors
Colorado
$225K -$59.8K -633 -21%
HWA
498
Hilltop Wealth Advisors
North Carolina
$223K – – –
KeyBank National Association
499
KeyBank National Association
Ohio
$223K -$67.2K -712 -23%
PFO
500
Pathstone Family Office
New Jersey
$222K +$220K +2,334 +3%