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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
401
Schechter Investment Advisors
Michigan
$409K +$89.5K +948 +28%
GWM
402
GSB Wealth Management
Connecticut
$407K -$236K -2,500 -37%
PA
403
Parallel Advisors
California
$406K -$81.6K -864 -17%
SSWM
404
Smith Salley Wealth Management
North Carolina
$400K -$9.44K -100 -2%
RBFC
405
Roman Butler Fullerton & Co
Missouri
$397K +$1.51K +16 +0.4%
WA
406
Waverly Advisors
Alabama
$394K – – –
FPFS
407
First Personal Financial Services
North Carolina
$387K – – –
WPC
408
Wedmont Private Capital
Pennsylvania
$383K +$4.44K +47 +1%
LFA
409
Legacy Financial Advisors
Kentucky
$382K +$26.3K +279 +7%
TFS
410
TrustCore Financial Services
Tennessee
$376K – – –
CA
411
Cullinan Associates
Kentucky
$376K – – –
GCM
412
Galibier Capital Management
Ontario, Canada
$367K +$369K +3,910 New
EWM
413
EPG Wealth Management
Georgia
$365K +$18.2K +193 +5%
GI
414
Gradient Investments
Minnesota
$365K -$11.8K -125 -3%
SAM
415
Summit Asset Management
Tennessee
$362K – – –
WWMSC
416
Wagner Wealth Management (South Carolina)
South Carolina
$360K +$172K +1,817 +90%
CF
417
Centaurus Financial
California
$357K -$3.87K -41 -1%
PCA
418
Prosperity Capital Advisors
Ohio
$352K +$354K +3,745 New
IDA
419
Intelligence Driven Advisers
California
$351K – – –
PAS
420
Park Avenue Securities
New York
$346K +$66.7K +707 +24%
BF
421
BOK Financial
Oklahoma
$343K -$32.3K -342 -9%
BC
422
Bridgefront Capital
Texas
$340K +$341K +3,613 New
CAC
423
Certified Advisory Corp
Florida
$339K +$755 +8 +0.2%
TPCW
424
TD Private Client Wealth
New York
$337K -$11.3K -120 -3%
QCG
425
Quadrant Capital Group
Ohio
$335K -$132K -1,399 -28%
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