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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
476
BOK Financial
Oklahoma
$220K +$226K +2,216 New
CA
477
Clearstead Advisors
Ohio
$219K +$22.4K +220 +11%
EP
478
Edgestream Partners
New Jersey
$219K +$225K +2,206 New
CAG
479
Csenge Advisory Group
Florida
$216K -$44.7K -439 -17%
PP
480
PDS Planning
Ohio
$214K +$220K +2,156 New
CCP
481
Clarkston Capital Partners
Michigan
$211K -$4.18K -41 -2%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$211K +$510 +5 +0.2%
SWM
483
Spire Wealth Management
Virginia
$210K -$51K -500 -19%
AW
484
ACG Wealth
Georgia
$210K +$1.22K +12 +0.6%
AWM
485
AE Wealth Management
Kansas
$207K -$23.5K -231 -10%
EWA
486
EP Wealth Advisors
California
$207K – – –
SPC
487
Sigma Planning Corp
Michigan
$206K -$1.02K -10 -0.5%
PMA
488
Prudent Man Advisors
Illinois
$205K – – –
ARG
489
Advisory Resource Group
Oklahoma
$205K +$210K +2,064 New
DADC
490
D.A. Davidson & Co
Montana
$204K +$209K +2,048 New
MRCM
491
M&R Capital Management
New Jersey
$203K – – –
AAM
492
Advisors Asset Management
Colorado
$194K +$6.83K +67 +4%
AF
493
Advisornet Financial
Minnesota
$193K +$3.16K +31 +2%
IRC
494
Investors Research Corp
Georgia
$179K – – –
RCM
495
Ravenstone Capital Management
$175K +$163K +1,600 +936%
HI
496
Harbour Investments
Wisconsin
$169K -$1.02K -10 -0.6%
AWM
497
Accel Wealth Management
Iowa
$158K +$4.28K +42 +3%
TSW
498
Thompson Siegel & Walmsley
Virginia
$154K – – –
GLLW
499
Graves Light Lenhart Wealth
Virginia
$149K – – –
SWA
500
SOA Wealth Advisors
New York
$146K – – –
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