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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
501
Credit Agricole
France
$249K – – –
SPC
502
Sigma Planning Corp
Michigan
$249K +$7.4K +66 +3%
Lido Advisors
503
Lido Advisors
California
$247K -$5.38K -48 -2%
JIC
504
Johnson Investment Counsel
Ohio
$247K +$22.4K +200 +10%
CAM
505
Cresset Asset Management
Illinois
$247K +$251K +2,242 New
EGM
506
Engineers Gate Manager
New York
$246K +$250K +2,229 New
EIP
507
Epoch Investment Partners
New York
$243K -$99.7K -889 -29%
CA
508
Clearstead Advisors
Ohio
$243K – – –
FCM
509
Firestone Capital Management
Florida
$243K – – –
PWA
510
Phoenix Wealth Advisors
North Carolina
$243K – – –
Fisher Asset Management
511
Fisher Asset Management
Washington
$243K +$247K +2,206 New
AWM
512
AE Wealth Management
Kansas
$242K +$5.38K +48 +2%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$242K +$98.9K +882 +67%
PP
514
Paloma Partners
Connecticut
$242K +$246K +2,195 New
M
515
Mirova
France
$241K -$14.2K -127 -5%
AG
516
Ascent Group
Virginia
$240K +$244K +2,180 New
PP
517
PDS Planning
Ohio
$239K +$18.2K +162 +8%
SWM
518
Spire Wealth Management
Virginia
$237K -$106K -947 -31%
TCA
519
Transcend Capital Advisors
New Jersey
$236K -$34K -303 -12%
Cerity Partners
520
Cerity Partners
New York
$235K -$581K -5,179 -71%
AW
521
ACG Wealth
Georgia
$235K -$1.34K -12 -0.6%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$235K +$561 +5 +0.2%
CCP
523
Clarkston Capital Partners
Michigan
$234K – – –
DADC
524
D.A. Davidson & Co
Montana
$232K +$3.14K +28 +1%
EWA
525
EP Wealth Advisors
California
$230K – – –