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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
626
Stiles Financial Services
Minnesota
$269K -$38.3K -278 -13%
RWB
627
RMR Wealth Builders
New Jersey
$268K – – –
FFG
628
Fiduciary Financial Group
California
$268K -$2.48K -18 -1%
AWM
629
Avior Wealth Management
Nebraska
$265K -$94.7K -687 -28%
Lido Advisors
630
Lido Advisors
California
$264K +$247K +1,794 New
EF
631
Empowered Funds
Pennsylvania
$262K -$21.2K -154 -8%
AGA
632
Arkos Global Advisors
Texas
$262K -$14.5K -105 -6%
CI
633
CX Institutional
Indiana
$260K – – –
WA
634
Wealth Alliance
New York
$260K +$827 +6 +0.3%
WWM
635
Western Wealth Management
Colorado
$258K +$242K +1,754 New
MCM
636
Mitchell Capital Management
Kansas
$258K +$241K +1,748 New
FWP
637
FAS Wealth Partners
Kansas
$257K +$138 +1 +0.1%
VWM
638
Venturi Wealth Management
Texas
$256K +$240K +1,738 New
FEM
639
Fulcrum Equity Management
Texas
$255K – – –
IA
640
Integrity Alliance
Iowa
$255K +$238K +1,730 New
VBFP
641
Valtinson Bruner Financial Planning
Minnesota
$254K – – –
CA
642
Carson Advisory
Georgia
$250K – – –
HIP
643
HUB Investment Partners
Texas
$250K +$234K +1,695 New
RAM
644
Redmond Asset Management
Virginia
$247K – – –
IFG
645
Independent Financial Group
California
$245K +$2.76K +20 +1%
CAM
646
Carret Asset Management
New York
$244K – – –
SW
647
SteelPeak Wealth
California
$242K – – –
OAM
648
Oppenheimer Asset Management
New York
$242K +$226K +1,643 New
ACM
649
Alta Capital Management
Utah
$239K +$7.03K +51 +3%
FAFN
650
First Affirmative Financial Network
Colorado
$238K -$9.65K -70 -4%