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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
851
Asset Dedication LLC
California
$22.8K – – –
FDW
852
Fourth Dimension Wealth
Ohio
$22.2K – – –
CFM
853
Cornerstone Financial Management
Massachusetts
$22.2K +$20K +130 New
GI
854
GAMMA Investing
California
$21.5K – – –
TSMHT
855
Thurston Springer Miller Herd & Titak
Indiana
$21.3K +$19.2K +125 New
BFS
856
Bare Financial Services
Pennsylvania
$20.3K – – –
SFS
857
Sunrise Financial Services
Washington
$20.1K +$18.1K +118 New
RFP
858
Root Financial Partners
California
$19.8K +$4.76K +31 +36%
CRI
859
Commonwealth Retirement Investments
Virginia
$18.6K +$16.7K +109 New
PSFG
860
Park Square Financial Group
Georgia
$17.5K +$4.91K +32 +28%
KFI
861
Key Financial Inc
Pennsylvania
$17K – – –
PMFA
862
Plante Moran Financial Advisors
Michigan
$15.9K – – –
MA
863
MCF Advisors
Kentucky
$15.3K – – –
YP
864
YANKCOM Partnership
South Dakota
$15K +$13.5K +88 New
LWM
865
Lodestone Wealth Management
Washington
$14.7K +$13.2K +86 New
RWM
866
RMG Wealth Management
Wisconsin
$13.8K +$12.6K +82 New
PGAM
867
Princeton Global Asset Management
New Jersey
$13.6K – – –
WWM
868
Wolff Wiese Magana
California
$12.8K -$5.84K -38 -34%
SIS
869
Sound Income Strategies
Florida
$12.3K +$11.2K +73 New
CTB
870
Country Trust Bank
Illinois
$12.1K – – –
HNW
871
High Note Wealth
Minnesota
$11.8K – – –
CA
872
Crewe Advisors
Utah
$11.6K – – –
RF
873
Rossby Financial
Florida
$11.3K +$921 +6 +10%
FG
874
Fairman Group
Pennsylvania
$11.1K -$3.07K -20 -24%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$10.9K – – –