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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
451
Salem Investment Counselors
North Carolina
$1.07M – – –
HIC
452
Holderness Investments Company
North Carolina
$1.06M – – –
SPC
453
Spirepoint Private Client
Florida
$1.06M – – –
WFI
454
West Family Investments
California
$1.05M +$16.1K +87 +2%
SB
455
Strategic Blueprint
Georgia
$1.04M +$3.71K +20 +0.4%
MHIC
456
Marble Harbor Investment Counsel
Massachusetts
$1.04M – – –
BHCM
457
Brevan Howard Capital Management
Jersey
$1.04M +$528K +2,845 +132%
FFM
458
Fullerton Fund Management
Singapore
$1.03M +$928K +5,000 New
OCM
459
One Capital Management
California
$1.03M – – –
WHG
460
Westwood Holdings Group
Texas
$1.03M +$397K +2,142 +76%
LOIP
461
Live Oak Investment Partners
Texas
$1.03M +$18.7K +101 +2%
CTA
462
Colonial Trust Advisors
South Carolina
$1.03M – – –
DAS
463
Dynamic Advisor Solutions
Arizona
$1.03M -$70.3K -379 -7%
NI
464
Natural Investments
California
$1.02M -$15.2K -82 -2%
CFO
465
Callan Family Office
Pennsylvania
$1.01M +$68.8K +371 +8%
MCM
466
Magnolia Capital Management
New York
$1.01M -$148K -800 -14%
TMC
467
Themes Management Co
Connecticut
$1M -$202K -1,091 -18%
CWM
468
Cordatus Wealth Management
Pennsylvania
$999K +$8.53K +46 +1%
RT
469
Rockland Trust
Massachusetts
$993K – – –
MYIA
470
Mount Yale Investment Advisors
Colorado
$987K +$30.4K +164 +4%
FNT
471
First National Trust
Pennsylvania
$987K -$56.8K -306 -6%
MPIA
472
Mountain Pacific Investment Advisers
Idaho
$983K – – –
TGY2IT
473
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$981K +$121K +650 +16%
BWM
474
BlackDiamond Wealth Management
New York
$981K – – –
PPG
475
Peak Planning Group
Colorado
$967K +$174K +937 +25%
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19
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