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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
626
Thrivent Financial for Lutherans
Minnesota
$214K +$219K +1,776 New
PMA
627
Prudent Man Advisors
Illinois
$212K
FWP
628
FAS Wealth Partners
Kansas
$210K
Barclays
629
Barclays
United Kingdom
$210K -$875K -7,091 -80%
WPW
630
Waldron Private Wealth
Pennsylvania
$209K
FEM
631
Fulcrum Equity Management
Texas
$208K
VBFP
632
Valtinson Bruner Financial Planning
Minnesota
$207K
1SB
633
1ST Source Bank
Indiana
$207K
FFA
634
Fragasso Financial Advisors
Pennsylvania
$206K +$1.11K +9 +0.5%
JEST
635
JTC Employer Solutions Trustee
Jersey
$206K +$164K +1,331 +356%
SI
636
Seeds Investor
New York
$206K +$211K +1,707 New
RAM
637
Redmond Asset Management
Virginia
$202K
WA
638
Wealth Alliance
New York
$202K +$247 +2 +0.1%
Lido Advisors
639
Lido Advisors
California
$202K -$16.5K -134 -7%
CAM
640
Carret Asset Management
New York
$201K -$8.02K -65 -4%
AG
641
Ascent Group
Virginia
$201K +$206K +1,670 New
CWA
642
CogentBlue Wealth Advisors
Tennessee
$201K +$206K +1,669 New
EWA
643
EverSource Wealth Advisors
Alabama
$196K +$19.4K +157 +11%
WSFS
644
Wilmington Savings Fund Society
Delaware
$196K +$34.9K +283 +21%
HCP
645
Hexagon Capital Partners
Arkansas
$193K +$3.46K +28 +2%
SWA
646
SOA Wealth Advisors
New York
$178K
CT
647
Caldwell Trust
Florida
$171K
TFA
648
Transamerica Financial Advisors
Florida
$166K -$12.8K -104 -7%
RIL
649
Rothschild Investment LLC
Illinois
$163K
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$159K +$23.7K +192 +17%