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Royal Caribbean
RCL

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
776
Edgestream Partners
New Jersey
$228K -$7.04M -29,823 -96%
AFG
777
Albion Financial Group
Utah
$226K – – –
FAM
778
Formidable Asset Management
Ohio
$226K – – –
RWP
779
Ridgecrest Wealth Partners
California
$226K +$260K +1,100 New
QFA
780
Quantum Financial Advisors
California
$224K +$5.9K +25 +2%
APA
781
Astoria Portfolio Advisors
New York
$222K +$252K +1,068 New
CCA
782
Childress Capital Advisors
Texas
$221K +$2.36K +10 +0.9%
HI
783
Hudock Inc
Pennsylvania
$220K +$236 +1 +0.1%
FHA
784
Flagship Harbor Advisors
Massachusetts
$219K -$18.9K -80 -7%
CAM
785
Carret Asset Management
New York
$218K -$9.44K -40 -4%
OWM
786
OneAscent Wealth Management
Alabama
$216K +$248K +1,049 New
FGA
787
Fortis Group Advisors
New Jersey
$216K -$300K -1,270 -55%
BWM
788
Birchcreek Wealth Management
Ohio
$216K – – –
BC
789
Burney Company
Virginia
$215K – – –
ICM
790
Ionic Capital Management
New York
$213K +$245K +1,036 New
LA
791
Legacy Advisors
Pennsylvania
$212K +$12.5K +53 +5%
EA
792
Everpar Advisors
Oklahoma
$211K -$10.9K -46 -4%
PL
793
Plancorp LLC
Missouri
$210K +$18.2K +77 +8%
AAS
794
Annex Advisory Services
Wisconsin
$209K +$18.2K +77 +8%
FMLI
795
Fukoku Mutual Life Insurance
Japan
$206K +$237K +1,003 New
OIS
796
OneAscent Investment Solutions
Alabama
$206K +$237K +1,004 New
BAM
797
Belpointe Asset Management
Nevada
$206K -$84K -356 -26%
LAM
798
L2 Asset Management
Massachusetts
$206K +$21.2K +90 +10%
EDRH
799
Edmond de Rothschild Holding
Switzerland
$205K – – –
LSWM
800
Lorne Steinberg Wealth Management
Canada
$205K – – –
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