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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
CF
676
Convergence Financial
Missouri
$361K +$323K +1,742 New
SSA
677
Schonfeld Strategic Advisors
New York
$357K -$441K -2,377 -58%
VBFP
678
Valtinson Bruner Financial Planning
Minnesota
$356K – – –
CPA
679
Capital Performance Advisors
California
$353K -$118K -635 -27%
MM
680
MQS Management
New York
$351K -$540K -2,911 -63%
CAG
681
Csenge Advisory Group
Florida
$349K +$37.7K +203 +14%
RAM
682
Redmond Asset Management
Virginia
$348K – – –
CFG
683
Cooper Financial Group
California
$346K +$74.6K +402 +32%
TFA
684
Transamerica Financial Advisors
Florida
$343K +$13K +70 +4%
EGWAG
685
Elwood & Goetz Wealth Advisory Group
Georgia
$342K +$20.4K +110 +7%
CTC
686
Central Trust Company
Missouri
$342K -$23.6K -127 -7%
EB
687
Eastern Bank
Massachusetts
$341K +$248K +1,337 +429%
BFA
688
Brown Financial Advisors
Ohio
$340K -$7.24K -39 -2%
IFG
689
Independent Financial Group
California
$338K -$41.7K -225 -12%
OAM
690
Oppenheimer Asset Management
New York
$333K +$4.08K +22 +1%
AWP
691
Axis Wealth Partners
Rhode Island
$332K – – –
KIA
692
KCM Investment Advisors
California
$329K – – –
TWP
693
Tower Wealth Partners
Pennsylvania
$329K +$7.79K +42 +3%
SCFS
694
Stewardship Concepts Financial Services
Washington
$328K – – –
PWM
695
Pines Wealth Management
North Carolina
$327K – – –
WP
696
WealthShield Partners
North Carolina
$326K +$2.23K +12 +0.8%
ACM
697
Alta Capital Management
Utah
$323K -$66.8K -360 -19%
ISB
698
Iowa State Bank
Iowa
$321K – – –
RWM
699
Rockwood Wealth Management
Pennsylvania
$321K +$1.11K +6 +0.4%
Lido Advisors
700
Lido Advisors
California
$319K +$20.4K +110 +8%