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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
651
Axis Wealth Partners
Rhode Island
$236K – – –
HFS
652
Hantz Financial Services
Michigan
$236K +$207K +1,504 +1,519%
VFA
653
Valeo Financial Advisors
Indiana
$236K – – –
FIA
654
Foundations Investment Advisors
Arizona
$236K +$221K +1,600 New
AF
655
Alerus Financial
North Dakota
$236K – – –
PA
656
PFG Advisors
Arizona
$235K +$220K +1,598 New
KIA
657
KCM Investment Advisors
California
$234K – – –
PWM
658
Pines Wealth Management
North Carolina
$233K – – –
PFA
659
Pure Financial Advisors
California
$231K +$216K +1,567 New
WP
660
WealthShield Partners
North Carolina
$230K – – –
S
661
Sunpointe
Missouri
$230K – – –
CAG
662
Csenge Advisory Group
Florida
$229K -$34.2K -248 -14%
ISB
663
Iowa State Bank
Iowa
$229K – – –
JEST
664
JTC Employer Solutions Trustee
Jersey
$228K – – –
FCH
665
Freestone Capital Holdings
Washington
$226K +$211K +1,533 New
USCWA
666
U.S. Capital Wealth Advisors
Texas
$225K +$210K +1,525 New
CCM
667
Cullen Capital Management
New York
$222K +$207K +1,505 New
BPA
668
Beacon Pointe Advisors
California
$221K -$1.28M -9,251 -86%
AGP
669
Autumn Glory Partners
Texas
$221K +$207K +1,500 New
DWP
670
Daymark Wealth Partners
Ohio
$221K +$207K +1,500 New
RWM
671
Rockwood Wealth Management
Pennsylvania
$221K +$207K +1,500 New
SFWC
672
Strategic Family Wealth Counselors
New Jersey
$221K +$207K +1,500 New
Mawer Investment Management
673
Mawer Investment Management
Alberta, Canada
$220K +$206K +1,495 New
CIA
674
Concurrent Investment Advisors
Florida
$220K +$206K +1,494 New
TWP
675
Tower Wealth Partners
Pennsylvania
$220K +$206K +1,494 New