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Royal Caribbean
RCL

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
601
Groupama Asset Management
France
$554K -$174K -585 -23%
ECM
602
Evergreen Capital Management
Washington
$553K +$217K +729 +57%
EWA
603
EP Wealth Advisors
California
$551K +$74.4K +250 +14%
FWA
604
FSM Wealth Advisors
Ohio
$551K +$9.23K +31 +2%
CHC
605
City Holding Co
West Virginia
$550K – – –
IWM
606
IHT Wealth Management
Illinois
$548K +$42K +141 +8%
IFWM
607
Institute for Wealth Management
Colorado
$532K – – –
7WCP
608
71 West Capital Partners
Massachusetts
$532K +$116K +388 +25%
AA
609
Advisory Alpha
Michigan
$530K +$17K +57 +3%
LWM
610
Lyell Wealth Management
California
$528K – – –
4WM
611
44 Wealth Management
Oregon
$528K +$84K +282 +17%
CFM
612
Catalyst Funds Management
Australia
$523K +$566K +1,901 New
ZWA
613
Zinnia Wealth Advisory
Florida
$520K -$14K -47 -2%
PWM
614
Purus Wealth Management
California
$518K +$2.38K +8 +0.4%
CPA
615
Capital Performance Advisors
California
$516K +$32.5K +109 +6%
RG
616
Renaissance Group
Kentucky
$515K -$1.2M -4,027 -68%
CPIG
617
Chicago Partners Investment Group
Illinois
$515K +$237K +797 +70%
SC
618
Sapient Capital
Indiana
$513K +$552K +1,854 New
SGCM
619
Sanchez Gaunt Capital Management
Nevada
$512K +$554K +1,862 New
RWM
620
Ritholtz Wealth Management
New York
$512K +$135K +453 +32%
AFA
621
American Financial Advisors
Georgia
$511K -$28.6K -96 -5%
EA
622
Emerald Advisers
Pennsylvania
$511K – – –
IA
623
Integrity Alliance
Iowa
$510K -$49.1K -165 -8%
LFAS
624
Level Four Advisory Services
Texas
$508K +$34.2K +115 +7%
IAS
625
Insigneo Advisory Services
Florida
$506K -$504K -1,693 -48%
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