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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
601
Smith Salley Wealth Management
North Carolina
$281K -$176K -1,438 -40%
FCM
602
Firestone Capital Management
Florida
$281K – – –
SCTC
603
Sanibel Captiva Trust Company
Florida
$280K – – –
CF
604
Centaurus Financial
California
$279K – – –
PWA
605
Phoenix Wealth Advisors
North Carolina
$279K -$5.5K -45 -2%
SFS
606
Stiles Financial Services
Minnesota
$277K +$1.22K +10 +0.5%
CCP
607
Clarkston Capital Partners
Michigan
$277K – – –
OIA
608
OneDigital Investment Advisors
Kansas
$277K -$612 -5 -0.2%
AIA
609
Aventus Investment Advisors
Florida
$276K +$257K +2,100 New
HAG
610
HighPoint Advisor Group
Illinois
$276K -$9.42K -77 -4%
CI
611
Cherokee Insurance
Michigan
$275K – – –
CL
612
Choreo LLC
Illinois
$275K +$10.3K +84 +4%
AF
613
Allworth Financial
California
$272K +$26.9K +220 +12%
SA
614
Sylvest Advisors
Texas
$272K – – –
CIM
615
Contravisory Investment Management
Massachusetts
$268K +$10.4K +85 +4%
Empower Advisory Group
616
Empower Advisory Group
Colorado
$268K +$21.2K +173 +9%
CPSAC
617
Chas P. Smith & Associates (CPS)
Florida
$266K – – –
KFC
618
Klingenstein Fields & Co
New York
$265K – – –
CFG
619
Carr Financial Group
Massachusetts
$265K – – –
MOS
620
MGO One Seven
Ohio
$264K -$3.67K -30 -1%
FCM
621
Fortis Capital Management
Washington
$263K – – –
PAM
622
Peak Asset Management
Colorado
$263K – – –
SAA
623
Southeast Asset Advisors
Georgia
$263K – – –
GLA
624
Good Life Advisors
Pennsylvania
$259K -$12.1K -99 -5%
EF
625
Empowered Funds
Pennsylvania
$255K +$237K +1,935 New