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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
501
Cornerstone Advisors (Washington)
Washington
$12K +$5.25K +67 +85%
TPWA
502
TRUE Private Wealth Advisors
Oregon
$10K +$9.8K +125 New
FHA
503
Flagship Harbor Advisors
Massachusetts
$10K +$157 +2 +2%
AC
504
Avestar Capital
New York
$10K +$3.37K +43 +41%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.88K +75 +167%
QI
506
QV Investors
Alberta, Canada
$10K +$7.84K +100 New
CCM
507
Cribstone Capital Management
Maine
$9K – – –
CWA
508
Clarus Wealth Advisors
Arizona
$8K +$78 +1 +1%
FHB
509
First Hawaiian Bank
Hawaii
$8K +$7.6K +97 New
IP
510
Isthmus Partners
Wisconsin
$8K +$7.84K +100 New
RMC
511
Resources Management Corp
Connecticut
$7K +$5.33K +68 New
GAM
512
Gemmer Asset Management
California
$6K +$157 +2 +3%
LA
513
Legacy Advisors
Pennsylvania
$6K +$5.96K +76 New
FRA
514
Front Row Advisors
California
$4K +$157 +2 +4%
OWA
515
One Wealth Advisors
California
$3K -$195K -2,487 -99%
C
516
Cerebellum
California
$3K -$549 -7 -15%
MIM
517
Macroview Investment Management
Maryland
$3K +$2.9K +37 New
RCAG
518
Rehmann Capital Advisory Group
Michigan
$2.17K – – –
HMS
519
Hanseatic Management Services
New Mexico
$2K – – –
TWA
520
TCI Wealth Advisors
Arizona
$2K – – –
RIA
521
RPG Investment Advisory
California
$1K – – –
VFA
522
Valeo Financial Advisors
Indiana
$1K – – –
AssetMark Inc
523
AssetMark Inc
California
$1K +$941 +12 New
MWPCG
524
Measured Wealth Private Client Group
New Hampshire
$1K +$1.8K +23 New
Assenagon Asset Management
525
Assenagon Asset Management
Luxembourg
– -$12.2M -162,271 Closed