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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
501
Daymark Wealth Partners
Ohio
$234K
KPWS
502
Kestra Private Wealth Services
Texas
$233K +$11.5K +116 +5%
CW
503
CreativeOne Wealth
Kansas
$232K +$1.49K +15 +0.6%
CFO
504
CVA Family Office
Colorado
$229K
TF
505
Tompkins Financial
New York
$229K
HWA
506
Hilltop Wealth Advisors
North Carolina
$227K
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$223K
SM
508
Sciencast Management
New Jersey
$223K +$231K +2,333 New
WOC
509
West Oak Capital
California
$221K +$229K +2,311 New
KCM
510
Kanawha Capital Management
Virginia
$220K
CA
511
Carson Advisory
Georgia
$220K +$595 +6 +0.3%
GGS
512
Galvin Gaustad & Stein
Arizona
$220K
ST
513
Spinnaker Trust
Maine
$219K
FA
514
FDx Advisors
Illinois
$218K
LIA
515
LBMC Investment Advisors
Tennessee
$215K +$223K +2,254 New
KeyBank National Association
516
KeyBank National Association
Ohio
$212K -$14.8K -149 -6%
EP
517
Edgestream Partners
New Jersey
$212K -$50.7K -512 -19%
WCF
518
West Coast Financial
California
$211K
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$209K -$595 -6 -0.3%
CAM
520
Carret Asset Management
New York
$207K -$14.9K -150 -6%
FG
521
Fiduciary Group
Georgia
$206K +$214K +2,158 New
DAS
522
Dynamic Advisor Solutions
Arizona
$206K -$2.48K -25 -1%
CCP
523
Clarkston Capital Partners
Michigan
$201K +$209K +2,106 New
BSW
524
Buckingham Strategic Wealth
Missouri
$201K
PP
525
Prudential plc
United Kingdom
$201K +$208K +2,101 New