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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
Chemistry Wealth Management
New York
$495K -$39.4K -385 -7%
NLP
377
Next Level Private
New York
$495K +$523K +5,110 New
FOA
378
Five Oceans Advisors
California
$491K +$66.2K +647 +15%
HTHT
379
Hemenway Trust Hemenway Trust
New Hampshire
$490K – – –
PWPS
380
Pinnacle Wealth Planning Services
Ohio
$490K +$160K +1,569 +45%
MHIC
381
Marble Harbor Investment Counsel
Massachusetts
$485K – – –
RHBC
382
R.H. Bluestein & Co
Michigan
$484K -$205K -2,000 -29%
DA
383
DCM Advisors
New York
$484K +$511K +5,000 New
TSWM
384
Triangle Securities Wealth Management
North Carolina
$479K – – –
RIM
385
Reynolds Investment Management
South Carolina
$468K -$57.9K -566 -10%
EBT
386
Enterprise Bank & Trust
Massachusetts
$465K – – –
MPPLM
387
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$464K +$32.2K +315 +7%
CGL
388
Clarius Group LLC
Washington
$460K -$5.11K -50 -1%
PM
389
Pembroke Management
Quebec, Canada
$453K – – –
IAA
390
Independent Advisor Alliance
North Carolina
$450K +$2.56K +25 +0.5%
LNC
391
Lincoln National Corp
Pennsylvania
$448K -$8.49K -83 -2%
CGFA
392
Colton Groome Financial Advisors
North Carolina
$446K – – –
NP
393
Ninepoint Partners
Ontario, Canada
$446K – – –
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$438K – – –
BSW
395
Buckingham Strategic Wealth
Missouri
$434K +$79K +772 +21%
ATC
396
Argent Trust Co
Tennessee
$431K +$46K +450 +11%
SIA
397
Schechter Investment Advisors
Michigan
$430K +$29.9K +292 +7%
GIS
398
Grayhawk Investment Strategies
Alberta, Canada
$430K +$353K +3,448 New
SSWM
399
Smith Salley Wealth Management
North Carolina
$421K – – –
HWM
400
HB Wealth Management
Georgia
$419K +$19.8K +194 +5%
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16
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