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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
701
Tower Wealth Partners
Pennsylvania
$263K +$7.83K +51 +3%
RWM
702
Rockwood Wealth Management
Pennsylvania
$263K +$6.45K +42 +3%
WSC
703
Wellington Shields & Co
New York
$260K +$234K +1,526 New
BBA
704
Braun-Bostich & Associates
Pennsylvania
$259K +$234K +1,521 New
ACM
705
Advisors Capital Management
New Jersey
$258K +$233K +1,516 New
CCM
706
Cullen Capital Management
New York
$257K – – –
Lido Advisors
707
Lido Advisors
California
$256K -$16.9K -110 -6%
AGP
708
Autumn Glory Partners
Texas
$256K – – –
DWP
709
Daymark Wealth Partners
Ohio
$256K – – –
BCM
710
Becker Capital Management
Oregon
$256K +$230K +1,500 New
Mawer Investment Management
711
Mawer Investment Management
Alberta, Canada
$255K – – –
S
712
Sunpointe
Missouri
$255K -$10.8K -70 -4%
SFWC
713
Strategic Family Wealth Counselors
New Jersey
$251K – – –
KOC
714
Koss-Olinger Consulting
Florida
$251K +$226K +1,472 New
FHC
715
First Heartland Consultants
Missouri
$249K +$1.38K +9 +0.6%
KP
716
Keel Point
Alabama
$249K +$7.68K +50 +4%
AWM
717
Accel Wealth Management
Iowa
$249K – – –
CD
718
Chapin Davis
Maryland
$247K – – –
TCA
719
Transcend Capital Advisors
New Jersey
$247K -$363K -2,363 -62%
WIM
720
Westside Investment Management
California
$245K – – –
APP
721
Avantax Planning Partners
Iowa
$245K +$4.3K +28 +2%
JCM
722
Jacobi Capital Management
Pennsylvania
$245K +$614 +4 +0.3%
CT
723
Caldwell Trust
Florida
$245K +$1.23K +8 +0.6%
SWA
724
SOA Wealth Advisors
New York
$244K – – –
FCA
725
Fortis Capital Advisors
Kansas
$244K -$1.54K -10 -0.7%