We are live on ! Find out more
RY icon

Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
SW
476
SteelPeak Wealth
California
$253K -$46.8K -503 -15%
WHG
477
Westwood Holdings Group
Texas
$251K -$4.65K -50 -2%
PIMG
478
Patriot Investment Management Group
Tennessee
$251K – – –
LFA
479
Legacy Financial Advisors
Kentucky
$250K -$48.6K -523 -15%
WC
480
Waterloo Capital
Texas
$250K +$266K +2,861 New
LWANC
481
Laurel Wealth Advisors (North Carolina)
North Carolina
$247K – – –
IWA
482
IBEX Wealth Advisors
New Jersey
$245K +$260K +2,800 New
CIA
483
Capital Investment Advisors
Georgia
$244K -$26.5K -285 -9%
T. Rowe Price Associates
484
T. Rowe Price Associates
Maryland
$243K – – –
DGAM
485
Desjardins Global Asset Management
Quebec, Canada
$243K +$246K +2,640 +2,095%
CTC
486
Central Trust Company
Missouri
$239K – – –
KPWS
487
Kestra Private Wealth Services
Texas
$239K +$24.6K +264 +11%
ACM
488
AlphaStar Capital Management
North Carolina
$238K +$24K +258 +10%
PAM
489
Peak Asset Management
Colorado
$236K – – –
EWA
490
EP Wealth Advisors
California
$236K -$3.17M -34,075 -93%
BSW
491
Buckingham Strategic Wealth
Missouri
$234K -$4.46K -48 -2%
PWPS
492
Pinnacle Wealth Planning Services
Ohio
$234K +$8.09K +87 +3%
WT
493
Whittier Trust
California
$233K – – –
TPCW
494
TD Private Client Wealth
New York
$232K -$11K -118 -4%
PWP
495
Phillips Wealth Planners
Mississippi
$230K -$1.86K -20 -0.7%
SAM
496
Shell Asset Management
Netherlands
$229K +$9.3K +100 +4%
CC
497
Cannell & Co
New York
$228K – – –
IA
498
IFP Advisors
Florida
$227K -$127K -1,363 -34%
QPWM
499
Quadrant Private Wealth Management
Pennsylvania
$227K – – –
Lido Advisors
500
Lido Advisors
California
$226K -$33.6K -361 -12%