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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
351
Dakota Wealth Management
Florida
$530K +$564K +5,886 New
ACA
352
Aptus Capital Advisors
Alabama
$528K +$40.2K +419 +8%
TFA
353
Transamerica Financial Advisors
Florida
$524K -$122K -1,272 -18%
KA
354
Klingman & Associates
New York
$521K +$5.56K +58 +1%
TCWM
355
Total Clarity Wealth Management
Illinois
$520K +$19.2K +200 +4%
FNT
356
First National Trust
Pennsylvania
$517K – – –
H
357
HoyleCohen
California
$513K – – –
JMFC
358
J.M. Forbes & Co
Massachusetts
$504K – – –
HIC
359
Holderness Investments Company
North Carolina
$495K – – –
PCC
360
Park Circle Company
Maryland
$495K – – –
GWANC
361
Guardian Wealth Advisors (North Carolina)
North Carolina
$484K – – –
CGL
362
Clarius Group LLC
Washington
$481K +$56.8K +592 +12%
MSAM
363
Moloney Securities Asset Management
Missouri
$480K -$71.9K -750 -12%
VT
364
Vise Technologies
New York
$479K +$96.8K +1,009 +23%
SFO
365
Stokes Family Office
Louisiana
$478K -$64.5K -673 -11%
CCM
366
Cullen Capital Management
New York
$478K – – –
MPPLM
367
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$476K +$47.6K +496 +10%
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$470K +$15.2K +159 +3%
PA
369
Parallel Advisors
California
$467K -$17.4K -181 -3%
SAM
370
Shikiar Asset Management
New York
$464K – – –
SIC
371
Salem Investment Counselors
North Carolina
$462K – – –
CWM
372
Chemistry Wealth Management
New York
$460K – – –
SNT
373
SIG North Trading
Pennsylvania
$454K -$4.13M -43,067 -89%
BHC
374
Bowen Hanes & Co
Florida
$452K -$708K -7,388 -60%
MHIC
375
Marble Harbor Investment Counsel
Massachusetts
$451K – – –
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15
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