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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
501
BlackDiamond Wealth Management
New York
$753K – – –
WPC
502
Wedmont Private Capital
Pennsylvania
$746K -$15.4K -92 -2%
MM
503
MQS Management
New York
$745K +$771K +4,606 New
MYIA
504
Mount Yale Investment Advisors
Colorado
$745K +$770K +4,605 New
EPIMS
505
Evelyn Partners Investment Management Services
$740K – – –
TCM
506
Tuttle Capital Management
Connecticut
$734K – – –
MCM
507
MAI Capital Management
Ohio
$733K +$20.4K +122 +3%
CFO
508
Callan Family Office
Pennsylvania
$733K -$29.4K -176 -4%
RA
509
Ruggaard & Associates
Ohio
$731K -$10.9K -65 -1%
SGI
510
Summit Global Investments
Utah
$731K +$156K +931 +26%
PSP
511
Principal Street Partners
Tennessee
$726K – – –
BC
512
Burney Company
Virginia
$704K -$12.7K -76 -2%
SIA
513
Soltis Investment Advisors
Utah
$692K +$17.6K +105 +3%
IIL
514
Income Insurance Ltd
$681K – – –
CFG
515
Citizens Financial Group
Rhode Island
$673K +$1K +6 +0.1%
ONSWM
516
Old North State Wealth Management
North Carolina
$672K – – –
AAM
517
Advisors Asset Management
Colorado
$670K +$31K +185 +5%
SSA
518
Schonfeld Strategic Advisors
New York
$664K +$687K +4,104 New
TGY2IT
519
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$662K +$684K +4,091 New
ASN
520
Advisory Services Network
Georgia
$659K -$9.2K -55 -1%
PWAM
521
Pinnacle West Asset Management
Wyoming
$647K – – –
CT
522
Colonial Trust
South Carolina
$647K -$46.3K -277 -6%
SCM
523
SCS Capital Management
Massachusetts
$642K +$1.67K +10 +0.3%
HNB
524
Huntington National Bank
Ohio
$638K -$5.02K -30 -0.8%
WG
525
Wealth Group
North Carolina
$638K – – –
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