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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Accel Wealth Management
Iowa
$139K +$920 +9 +0.6%
HI
527
Harbour Investments
Wisconsin
$126K +$133K +1,300 New
LSA
528
Leonteq Securities AG
Switzerland
$125K +$102K +1,000 New
CWM
529
CarsonAllaria Wealth Management
Illinois
$113K – – –
IA
530
IFP Advisors
Florida
$113K – – –
SPIA
531
Steward Partners Investment Advisory
New York
$107K -$5.32K -52 -4%
TFP
532
Tilia Fiduciary Partners
North Carolina
$107K – – –
GC
533
Garde Capital
Washington
$107K +$113K +1,107 New
RP
534
Rowlandmiller & Partners
Georgia
$101K – – –
HPC
535
HM Payson & Co
Maine
$97K -$81.7K -799 -44%
CWP
536
Concord Wealth Partners
Virginia
$97K – – –
WWMSC
537
Wagner Wealth Management (South Carolina)
South Carolina
$96K +$102K +993 New
CIM
538
Contravisory Investment Management
Massachusetts
$95K -$1.13K -11 -1%
HC
539
Hoese & Co
Minnesota
$94K – – –
PPWM
540
PFG Private Wealth Management
Florida
$94K +$614 +6 +0.6%
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$716 +7 +0.8%
SOW
542
State of Wyoming
Wyoming
$87K -$26.9K -263 -23%
HIA
543
Harbor Investment Advisory
Maryland
$86K – – –
PMFA
544
Plante Moran Financial Advisors
Michigan
$85K -$4.81K -47 -5%
MHR
545
Matthew Hamilton Rosenberg
$83K -$15.3K -150 -15%
AAP
546
Arax Advisory Partners
Colorado
$81K – – –
CCM
547
Covington Capital Management
California
$77K – – –
APA
548
American Portfolios Advisors
New York
$75.3K +$818 +8 +1%
KA
549
Kozak & Associates
Colorado
$71K – – –
CT
550
Caldwell Trust
Florida
$67.6K -$3.78K -37 -5%
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