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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
501
Koshinski Asset Management
Illinois
$216K -$9.72K -95 -4%
TCOV
502
Trust Company of Vermont
Vermont
$216K +$228K +2,226 New
FCM
503
Firestone Capital Management
Florida
$214K – – –
AW
504
ACG Wealth
Georgia
$214K +$8.59K +84 +4%
CA
505
Clearstead Advisors
Ohio
$213K – – –
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$209K -$3.68K -36 -2%
PA
507
Pinnacle Associates
New York
$208K +$219K +2,146 New
AWM
508
AE Wealth Management
Kansas
$207K -$6.65K -65 -3%
PFS
509
Prospera Financial Services
Texas
$206K -$586K -5,728 -73%
TCA
510
Transcend Capital Advisors
New Jersey
$204K -$3.38K -33 -2%
CCP
511
Clarkston Capital Partners
Michigan
$204K -$1.74K -17 -0.8%
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$203K +$214K +2,096 New
EWA
513
EP Wealth Advisors
California
$202K – – –
SCA
514
Snowden Capital Advisors
New York
$200K +$212K +2,075 New
UB
515
UMB Bank
Missouri
$198K +$1.64K +16 +0.8%
MRCM
516
M&R Capital Management
New Jersey
$197K +$102 +1 +0%
NIM
517
NuWave Investment Management
New Jersey
$177K -$305K -2,980 -62%
AF
518
Advisornet Financial
Minnesota
$177K -$14.4K -141 -7%
BAM
519
Belpointe Asset Management
Nevada
$176K -$2.15K -21 -1%
IRC
520
Investors Research Corp
Georgia
$174K – – –
SWM
521
Spire Wealth Management
Virginia
$170K -$40.5K -396 -18%
WKWM
522
Walter & Keenan Wealth Management
Indiana
$165K -$30.7K -300 -15%
AAM
523
Advisors Asset Management
Colorado
$165K -$16.9K -165 -9%
LC
524
Lindbrook Capital
California
$155K +$53.2K +520 +48%
TSW
525
Thompson Siegel & Walmsley
Virginia
$150K – – –