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Royal Caribbean
RCL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$999K +$101K +360 +13%
AFA
527
AA Financial Advisors
Ohio
$999K +$19.6K +70 +2%
IFG
528
Independent Financial Group
California
$995K -$4.47K -16 -0.5%
BWM
529
Bluebird Wealth Management
Massachusetts
$986K -$615K -2,201 -41%
EWA
530
EP Wealth Advisors
California
$981K +$304K +1,087 +54%
FT
531
Fiduciary Trust
Massachusetts
$976K +$859K +3,073 New
MOS
532
MGO One Seven
Ohio
$974K -$329K -1,176 -28%
DBIA
533
Dumont & Blake Investment Advisors
New Jersey
$968K -$33.3K -119 -4%
SNB
534
Security National Bank
Nebraska
$968K -$21K -75 -2%
CI
535
CX Institutional
Indiana
$963K +$88.6K +317 +12%
O
536
Ossiam
France
$960K -$594K -2,125 -41%
SG
537
Sienna Gestion
France
$959K – – –
SW
538
SVB Wealth
Massachusetts
$954K -$1.05M -3,773 -56%
CK
539
Cohen Klingenstein
New York
$953K – – –
XWM
540
Xcel Wealth Management
Florida
$953K +$839K +3,000 New
HI
541
Harbour Investments
Wisconsin
$945K +$34.9K +125 +4%
PFPG
542
Pinnacle Financial Partners (Georgia)
Georgia
$941K – – –
PE
543
PCM Encore
Colorado
$937K -$25.7K -92 -3%
PPWP
544
Premier Path Wealth Partners
New Jersey
$933K -$10.6K -38 -1%
CA
545
Clearstead Advisors
Ohio
$922K +$528K +1,889 +186%
PP
546
Patten & Patten
Tennessee
$914K – – –
LFG
547
Larson Financial Group
Missouri
$910K -$172K -616 -18%
BIM
548
Bridges Investment Management
Nebraska
$910K – – –
AC
549
AlphaCore Capital
California
$909K +$135K +484 +20%
LA
550
Latitude Advisors
Florida
$906K -$22.4K -80 -3%
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