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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
LA
551
LexAurum Advisors
Kansas
$204K +$208K +1,852 New
BAM
552
Belpointe Asset Management
Nevada
$203K -$153K -1,361 -43%
PFS
553
Physicians Financial Services
North Carolina
$203K +$207K +1,844 New
BOTW
554
Bank of the West
California
$202K +$205K +1,828 New
HPC
555
HM Payson & Co
Maine
$199K -$13.5K -120 -6%
IRC
556
Investors Research Corp
Georgia
$198K – – –
TSW
557
Thompson Siegel & Walmsley
Virginia
$171K – – –
AWM
558
Accel Wealth Management
Iowa
$166K +$10.8K +96 +7%
BWS
559
BCR Wealth Strategies
Alabama
$165K – – –
GLLW
560
Graves Light Lenhart Wealth
Virginia
$165K – – –
SWA
561
SOA Wealth Advisors
New York
$162K – – –
CWM
562
CarsonAllaria Wealth Management
Illinois
$128K – – –
SPIA
563
Steward Partners Investment Advisory
New York
$128K +$6.95K +62 +6%
SOW
564
State of Wyoming
Wyoming
$128K +$130K +1,158 New
TFP
565
Tilia Fiduciary Partners
North Carolina
$120K +$11.2K +100 +10%
LC
566
Lindbrook Capital
California
$119K – – –
RP
567
Rowlandmiller & Partners
Georgia
$115K – – –
IA
568
IFP Advisors
Florida
$113K +$37.1K +331 +25%
CWP
569
Concord Wealth Partners
Virginia
$111K -$448 -4 -0.4%
MHR
570
Matthew Hamilton Rosenberg
$111K – – –
CIM
571
Contravisory Investment Management
Massachusetts
$109K – – –
HC
572
Hoese & Co
Minnesota
$107K – – –
PPWM
573
PFG Private Wealth Management
Florida
$107K +$106K +944 +3,631%
PMFA
574
Plante Moran Financial Advisors
Michigan
$102K – – –
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$101K – – –