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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Rockwood Wealth Management
Pennsylvania
$263K +$6.45K +42 +3%
WSC
702
Wellington Shields & Co
New York
$260K +$234K +1,526 New
BBA
703
Braun-Bostich & Associates
Pennsylvania
$259K +$234K +1,521 New
ACM
704
Advisors Capital Management
New Jersey
$258K +$233K +1,516 New
CCM
705
Cullen Capital Management
New York
$257K
Lido Advisors
706
Lido Advisors
California
$256K -$16.9K -110 -6%
AGP
707
Autumn Glory Partners
Texas
$256K
DWP
708
Daymark Wealth Partners
Ohio
$256K
BCM
709
Becker Capital Management
Oregon
$256K +$230K +1,500 New
Mawer Investment Management
710
Mawer Investment Management
Alberta, Canada
$255K
S
711
Sunpointe
Missouri
$255K -$10.8K -70 -4%
SFWC
712
Strategic Family Wealth Counselors
New Jersey
$251K
KOC
713
Koss-Olinger Consulting
Florida
$251K +$226K +1,472 New
FHC
714
First Heartland Consultants
Missouri
$249K +$1.38K +9 +0.6%
KP
715
Keel Point
Alabama
$249K +$7.68K +50 +4%
AWM
716
Accel Wealth Management
Iowa
$249K
CD
717
Chapin Davis
Maryland
$247K
TCA
718
Transcend Capital Advisors
New Jersey
$247K -$363K -2,363 -62%
WIM
719
Westside Investment Management
California
$245K
APP
720
Avantax Planning Partners
Iowa
$245K +$4.3K +28 +2%
JCM
721
Jacobi Capital Management
Pennsylvania
$245K +$614 +4 +0.3%
CT
722
Caldwell Trust
Florida
$245K +$1.23K +8 +0.6%
SWA
723
SOA Wealth Advisors
New York
$244K
FCA
724
Fortis Capital Advisors
Kansas
$244K -$1.54K -10 -0.7%
BFS
725
BridgePort Financial Solutions
Iowa
$243K