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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
676
Crestwood Advisors Group
Massachusetts
$279K +$251K +1,637 New
PCMNC
677
Piedmont Capital Management (North Carolina)
North Carolina
$277K +$249K +1,624 New
USCWA
678
U.S. Capital Wealth Advisors
Texas
$277K +$14.9K +97 +6%
NRC
679
New Republic Capital
North Carolina
$276K +$249K +1,620 New
SCFS
680
Stewardship Concepts Financial Services
Washington
$276K +$248K +1,614 New
JG
681
Jain Global
New York
$273K +$246K +1,604 New
AWP
682
Axis Wealth Partners
Rhode Island
$273K – – –
MMA
683
Miracle Mile Advisors
California
$273K +$17.5K +114 +8%
AF
684
Alerus Financial
North Dakota
$273K – – –
OAM
685
Oppenheimer Asset Management
New York
$272K -$7.37K -48 -3%
MAG
686
Meadowbrook Advisors Group
New Jersey
$271K +$244K +1,591 New
KIA
687
KCM Investment Advisors
California
$271K – – –
SFO
688
Stokes Family Office
Louisiana
$269K +$243K +1,580 New
PWM
689
Pines Wealth Management
North Carolina
$269K – – –
FLPIM
690
F.L. Putnam Investment Management
Massachusetts
$269K +$31.3K +204 +15%
CPSAC
691
Chas P. Smith & Associates (CPS)
Florida
$268K +$242K +1,573 New
AWM
692
AE Wealth Management
Kansas
$268K +$241K +1,570 New
SA
693
Sylvest Advisors
Texas
$268K -$76.8K -500 -24%
WP
694
WealthShield Partners
North Carolina
$267K +$154 +1 +0.1%
FCM
695
Family Capital Management
Michigan
$266K +$239K +1,559 New
EGWAG
696
Elwood & Goetz Wealth Advisory Group
Georgia
$265K +$15.1K +98 +7%
ISB
697
Iowa State Bank
Iowa
$265K – – –
TFA
698
Transamerica Financial Advisors
Florida
$264K +$42.5K +277 +22%
UBS AM
699
UBS AM
Illinois
$264K -$2M -13,029 -89%
CAG
700
Csenge Advisory Group
Florida
$264K -$1.38K -9 -0.6%