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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
551
Thrivent Financial for Lutherans
Minnesota
$510K +$459K +2,990 New
BHPW
552
Beverly Hills Private Wealth
California
$501K -$12.7K -83 -3%
CP
553
Canopy Partners
Ohio
$501K -$7.06K -46 -2%
SAM
554
Smartleaf Asset Management
Massachusetts
$500K +$297K +1,931 +197%
MWM
555
MGB Wealth Management
Texas
$496K +$614 +4 +0.1%
SSWM
556
Sheets Smith Wealth Management
North Carolina
$495K – – –
Empower Advisory Group
557
Empower Advisory Group
Colorado
$494K +$8.91K +58 +2%
CIA
558
Concurrent Investment Advisors
Florida
$492K +$213K +1,389 +93%
WC
559
Waterloo Capital
Texas
$490K +$2.3K +15 +0.5%
EH
560
Equitable Holdings
New York
$490K +$139K +904 +46%
PWM
561
Perigon Wealth Management
California
$490K +$441K +2,873 New
SPWM
562
Schrum Private Wealth Management
Florida
$489K – – –
CWM
563
Chemistry Wealth Management
New York
$489K – – –
ACP
564
Aviance Capital Partners
Florida
$486K -$9.52K -62 -2%
SW
565
Simplicity Wealth
New Jersey
$484K -$1.69K -11 -0.4%
WHG
566
Westwood Holdings Group
Texas
$482K – – –
ATC
567
Argent Trust Co
Tennessee
$480K – – –
FPL
568
Fortress Private Ledger
North Carolina
$480K – – –
HTHT
569
Hemenway Trust Hemenway Trust
New Hampshire
$480K -$12.3K -80 -3%
EM
570
Excalibur Management
Massachusetts
$480K -$921 -6 -0.2%
QPWM
571
Quadrant Private Wealth Management
Pennsylvania
$480K -$768 -5 -0.2%
SIC
572
Shoker Investment Counsel
Ohio
$478K – – –
TSWM
573
Triangle Securities Wealth Management
North Carolina
$477K – – –
HR
574
Howe & Rusling
New York
$477K +$24K +156 +6%
EWA
575
EP Wealth Advisors
California
$476K +$429K +2,794 New