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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
701
HighPoint Advisor Group
Illinois
$319K +$286K +1,541 New
XWL
702
XXI Wealth LLC
Illinois
$317K +$284K +1,530 New
WSC
703
Wellington Shields & Co
New York
$316K – – –
OIA
704
OneDigital Investment Advisors
Kansas
$313K -$106K -569 -27%
AGP
705
Autumn Glory Partners
Texas
$310K – – –
BCM
706
Becker Capital Management
Oregon
$310K – – –
DWP
707
Daymark Wealth Partners
Ohio
$310K – – –
SFWC
708
Strategic Family Wealth Counselors
New Jersey
$310K – – –
SWA
709
SOA Wealth Advisors
New York
$310K +$2.46M +13,267 +926%
Mawer Investment Management
710
Mawer Investment Management
Alberta, Canada
$309K – – –
S
711
Sunpointe
Missouri
$309K – – –
RK
712
Rather & Kittrell
Tennessee
$309K +$20.8K +112 +8%
GT
713
Greenleaf Trust
Michigan
$307K +$24.1K +130 +10%
FHC
714
First Heartland Consultants
Missouri
$305K +$1.48K +8 +0.5%
KOC
715
Koss-Olinger Consulting
Florida
$305K – – –
VAG
716
VisionPoint Advisory Group
Texas
$304K +$273K +1,470 New
KP
717
Keel Point
Alabama
$304K +$29.1K +157 +12%
FG
718
Foster Group
Iowa
$303K +$271K +1,462 New
FWI
719
Facet Wealth Inc
Maryland
$302K +$271K +1,461 New
AWM
720
Accel Wealth Management
Iowa
$302K – – –
BFS
721
BridgePort Financial Solutions
Iowa
$301K +$2.78K +15 +1%
RDWM
722
Red Door Wealth Management
Tennessee
$300K +$269K +1,451 New
TCA
723
Transcend Capital Advisors
New Jersey
$300K – – –
WIM
724
WealthPlan Investment Management
Nebraska
$299K +$18.4K +99 +7%
CT
725
Caldwell Trust
Florida
$299K -$2.41K -13 -0.9%