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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
601
HighPoint Advisor Group
Illinois
$404K +$3.69K +24 +1%
PWP
602
Phillips Wealth Planners
Mississippi
$400K -$19.5K -127 -5%
CPA
603
Capital Performance Advisors
California
$400K -$12.3K -80 -3%
KWA
604
Kingswood Wealth Advisors
California
$398K
HIP
605
HUB Investment Partners
Texas
$397K +$97.5K +635 +37%
OFO
606
OneAscent Family Office
Alabama
$397K +$358K +2,330 New
AWA
607
Argos Wealth Advisors
California
$393K +$354K +2,304 New
FWP
608
Fiduciary Wealth Partners
Massachusetts
$391K
KCM
609
Kanawha Capital Management
Virginia
$386K
LIA
610
LBMC Investment Advisors
Tennessee
$384K
AWS
611
Alliance Wealth Strategies
Virginia
$382K +$344K +2,240 New
MCFP
612
Mallini Complete Financial Planning
Florida
$378K
PFA
613
Pure Financial Advisors
California
$378K +$99.8K +650 +41%
GT
614
Glenmede Trust
Pennsylvania
$376K +$338K +2,204 New
GGS
615
Galvin Gaustad & Stein
Arizona
$375K
MG
616
Mather Group
Illinois
$375K +$261K +1,699 +340%
CF
617
Centaurus Financial
California
$374K +$2.3K +15 +0.7%
SCTC
618
Sanibel Captiva Trust Company
Florida
$373K +$9.21K +60 +3%
SEI Investments
619
SEI Investments
Pennsylvania
$373K -$164K -1,069 -33%
KeyBank National Association
620
KeyBank National Association
Ohio
$372K
CIM
621
Contravisory Investment Management
Massachusetts
$371K +$1.38K +9 +0.4%
FG
622
Fiduciary Group
Georgia
$368K
FCM
623
Firestone Capital Management
Florida
$364K
LCAM
624
London & Capital Asset Management
United Kingdom
$364K +$328K +2,133 New
PWA
625
Phoenix Wealth Advisors
North Carolina
$362K