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Royal Bank of Canada

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
876
True Wealth Design
Ohio
$77.6K – – –
CAL
877
Capital Advisors Ltd
Ohio
$75K – – –
BWM
878
Bullock Wealth Management
Indiana
$74.8K -$32.8K -177 -33%
SMBT
879
Southern Michigan Bank & Trust
Michigan
$73.7K – – –
PPC
880
Park Place Capital
Alabama
$71.2K – – –
IFWM
881
Institute for Wealth Management
Colorado
$70.6K +$63.3K +341 New
ASA
882
Axxion S.A.
Luxembourg
$70.2K +$62.9K +339 New
BC
883
Bayforest Capital
United Kingdom
$68.5K -$12.6K -68 -17%
JGIA
884
Jackson Grant Investment Advisers
Connecticut
$63.6K +$371 +2 +0.7%
CBT
885
Crews Bank & Trust
Florida
$62.5K – – –
BCWM
886
Bartlett & Co Wealth Management
Ohio
$62.1K – – –
CFB
887
Cullen/Frost Bankers
Texas
$62.1K – – –
BFS
888
Bare Financial Services
Pennsylvania
$60K +$20.6K +111 +62%
CPG
889
Cornerstone Planning Group
New Jersey
$57.9K -$2.41K -13 -5%
EP
890
Essential Partners
California
$57.7K – – –
CAL
891
Capital Analysts LLC
Pennsylvania
$57K +$371 +2 +0.7%
WWM
892
Wolff Wiese Magana
California
$56.9K +$37.1K +200 +267%
MCA
893
Midwest Capital Advisors
Michigan
$51.7K – – –
SIC
894
SJS Investment Consulting
Ohio
$48.8K +$16K +86 +57%
SL
895
Salomon & Ludwin
Virginia
$48.7K – – –
KFAS
896
Keating Financial Advisory Services
Kansas
$46.8K – – –
HFM
897
Harvest Fund Management
China
$45K – – –
CFM
898
Cornerstone Financial Management
Massachusetts
$43.9K +$12.2K +66 +45%
TWIM
899
TIAA Wealth Investment Management
New York
$43.5K +$39.3K +212 New
PP
900
Paladin Partners
Wisconsin
$43.3K – – –