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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
526
GC Wealth Management RIA
Massachusetts
$685K -$39.9K -215 -6%
CWA
527
CogentBlue Wealth Advisors
Tennessee
$684K +$5.75K +31 +0.9%
CAC
528
Certified Advisory Corp
Florida
$681K -$186 -1 -0%
GWP
529
Gateway Wealth Partners
Wisconsin
$680K -$51.8K -279 -8%
EWA
530
EP Wealth Advisors
California
$679K +$99.4K +536 +20%
CCT
531
Chemung Canal Trust
New York
$678K -$10.8K -58 -2%
RBFC
532
Roman Butler Fullerton & Co
Missouri
$677K -$742 -4 -0.1%
BFWA
533
Benchmark Financial Wealth Advisors
Florida
$669K
CH
534
Cromwell Holdings
Wyoming
$666K
SEI Investments
535
SEI Investments
Pennsylvania
$659K +$17.8K +96 +3%
PWS
536
Pursuit Wealth Strategies
North Carolina
$658K -$557 -3 -0.1%
QFA
537
Quantum Financial Advisors
California
$653K -$25.8K -139 -4%
PI
538
PineBridge Investments
New York
$653K -$1.16M -6,265 -74%
GT
539
Glenmede Trust
Pennsylvania
$642K +$115K +618 +25%
SR
540
Swiss Re
Switzerland
$637K +$507K +2,734 +799%
KPWS
541
Kestra Private Wealth Services
Texas
$636K -$11.9K -64 -2%
GQG Partners
542
GQG Partners
Florida
$633K
AWM
543
Apollon Wealth Management
South Carolina
$631K -$30.4K -164 -5%
OFO
544
OneAscent Family Office
Alabama
$630K +$132K +714 +31%
FTA
545
Financial & Tax Architects
Missouri
$626K -$33.4K -180 -6%
PCG
546
Prosperity Consulting Group
Maryland
$621K +$206K +1,109 +59%
OPTFSNA
547
Old Point Trust & Financial Services N A
Virginia
$621K -$92.8K -500 -14%
UWM
548
Urban Wealth Management
California
$612K -$64K -345 -10%
PFA
549
Pure Financial Advisors
California
$611K +$91.6K +494 +20%
RA
550
Riversedge Advisors
Delaware
$602K +$46.4K +250 +9%