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Royal Caribbean
RCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
601
Schechter Investment Advisors
Michigan
$455K -$37.3K -158 -7%
SAM
602
Silvercrest Asset Management
New York
$454K – – –
PWM
603
Purus Wealth Management
California
$454K +$1.42K +6 +0.3%
JF
604
Jump Financial
Illinois
$454K -$260K -1,102 -33%
CWM
605
Cornerstone Wealth Management
Missouri
$453K +$94.7K +401 +22%
WANY
606
Wealthspire Advisors (New York)
New York
$452K +$944 +4 +0.2%
VWM
607
Venturi Wealth Management
Texas
$450K +$8.26K +35 +2%
OFS
608
OneAscent Financial Services
Alabama
$449K +$265K +1,123 +107%
EWA
609
EverSource Wealth Advisors
Alabama
$447K +$108K +459 +27%
CT
610
Colonial Trust
South Carolina
$446K +$6.61K +28 +1%
AWA
611
Aaron Wealth Advisors
Illinois
$446K +$13.9K +59 +3%
UB
612
UMB Bank
Missouri
$438K +$12.3K +52 +3%
AFP
613
Ausdal Financial Partners
Iowa
$437K +$54.1K +229 +12%
SPC
614
Sigma Planning Corp
Michigan
$432K -$48.9K -207 -9%
MTIM
615
Marathon Trading Investment Management
Pennsylvania
$429K +$493K +2,090 New
BS
616
Banco Santander
Spain
$426K +$42.7K +181 +10%
EWA
617
EP Wealth Advisors
California
$426K +$21.5K +91 +5%
HSA
618
HBK Sorce Advisory
Pennsylvania
$423K +$2.6K +11 +0.5%
SF
619
Synovus Financial
Georgia
$423K +$486K +2,060 New
CFO
620
Callan Family Office
Pennsylvania
$423K -$50.3K -213 -9%
SHFP
621
Second Half Financial Partners
Florida
$423K +$73.6K +312 +18%
EW
622
Enzi Wealth
Texas
$423K – – –
WWM
623
Whalen Wealth Management
Nevada
$422K +$484K +2,052 New
IA
624
IFG Advisory
Georgia
$421K +$483K +2,048 New
IFWM
625
Institute for Wealth Management
Colorado
$416K +$4.25K +18 +0.9%
23 24
25
26 27