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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
426
Simplicity Wealth
New Jersey
$745K +$692K +5,660 New
LWAM
427
Legacy Wealth Asset Management
Minnesota
$743K +$734 +6 +0.1%
AG
428
Ascent Group
Virginia
$742K +$72.9K +596 +12%
JMFC
429
J.M. Forbes & Co
Massachusetts
$737K – – –
DS
430
DRW Securities
Illinois
$727K +$202K +1,648 +61%
KCM
431
Kathmere Capital Management
Pennsylvania
$720K +$117K +960 +21%
SBF
432
Sara-Bay Financial
Florida
$715K -$5.87K -48 -0.9%
CC
433
Citrine Capital
California
$712K – – –
HIC
434
Holderness Investments Company
North Carolina
$697K – – –
MM
435
MQS Management
New York
$696K +$647K +5,292 New
SCP
436
Sivia Capital Partners
California
$695K +$237K +1,934 +58%
IC
437
IEQ Capital
California
$686K +$336K +2,749 +111%
TIA
438
Tandem Investment Advisors
South Carolina
$685K -$232K -1,900 -27%
PP
439
PDS Planning
Ohio
$684K +$76K +621 +14%
SIC
440
Salem Investment Counselors
North Carolina
$680K – – –
TCM
441
Tuttle Capital Management
Connecticut
$678K +$82.2K +672 +15%
SPC
442
Spirepoint Private Client
Florida
$674K – – –
MYIA
443
Mount Yale Investment Advisors
Colorado
$669K -$978 -8 -0.2%
BP
444
Ballentine Partners
Massachusetts
$668K +$48.1K +393 +8%
GC
445
Guggenheim Capital
Illinois
$661K -$2.08K -17 -0.3%
MHIC
446
Marble Harbor Investment Counsel
Massachusetts
$659K – – –
LCGC
447
Legacy Capital Group California
California
$656K +$48.9K +400 +9%
SCM
448
Sterling Capital Management
North Carolina
$656K -$122K -1,000 -17%
CWM
449
Cordatus Wealth Management
Pennsylvania
$650K -$13.9K -114 -2%
CP
450
CenterBook Partners
Connecticut
$643K -$6.97M -56,977 -92%
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