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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
376
Klingman & Associates
New York
$519K -$13.9K -146 -3%
ACA
377
Aptus Capital Advisors
Alabama
$514K – – –
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$514K – – –
MCM
379
MAI Capital Management
Ohio
$508K +$161K +1,683 +46%
CWM
380
Cordatus Wealth Management
Pennsylvania
$501K +$501K +5,246 New
MFS
381
Mirabella Financial Services
United Kingdom
$499K +$248K +2,597 +99%
RA
382
Ruggaard & Associates
Ohio
$494K – – –
DT
383
Diversified Trust
Tennessee
$494K – – –
CGL
384
Clarius Group LLC
Washington
$491K -$39.5K -414 -7%
SIC
385
Salem Investment Counselors
North Carolina
$490K – – –
NL
386
NWAM LLC
Washington
$482K +$136K +1,423 +39%
BFG
387
Bleakley Financial Group
New Jersey
$480K +$5.63K +59 +1%
SS
388
Simplicity Solutions
Minnesota
$480K +$5.63K +59 +1%
MHIC
389
Marble Harbor Investment Counsel
Massachusetts
$478K – – –
CWM
390
Chemistry Wealth Management
New York
$474K -$14.3K -150 -3%
CCG
391
Cypress Capital Group
Florida
$472K -$38.9K -408 -8%
CFG
392
Citizens Financial Group
Rhode Island
$461K – – –
HWM
393
HB Wealth Management
Georgia
$460K +$28.6K +300 +7%
BWM
394
BlackDiamond Wealth Management
New York
$459K +$5.16K +54 +1%
EBT
395
Enterprise Bank & Trust
Massachusetts
$458K -$85.9K -900 -16%
MPIA
396
Mountain Pacific Investment Advisers
Idaho
$454K – – –
PSP
397
Principal Street Partners
Tennessee
$452K +$6.87K +72 +2%
SFO
398
Stokes Family Office
Louisiana
$444K +$25.2K +264 +6%
MSAM
399
Moloney Securities Asset Management
Missouri
$442K – – –
SSWM
400
Smith Salley Wealth Management
North Carolina
$438K +$35.8K +375 +9%
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