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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
551
Spectrum Asset Management (California)
California
$202K – – –
SW
552
SVB Wealth
Massachusetts
$202K -$56.8K -576 -22%
GLA
553
Good Life Advisors
Pennsylvania
$200K +$196K +1,985 New
IA
554
IFP Advisors
Florida
$198K +$36.8K +373 +23%
RCM
555
Raleigh Capital Management
North Carolina
$189K +$185K +1,876 New
LC
556
Lindbrook Capital
California
$187K +$8.59K +87 +5%
IRC
557
Investors Research Corp
Georgia
$182K – – –
AWM
558
Avior Wealth Management
Nebraska
$180K +$176K +1,780 New
PS
559
Principal Securities
Iowa
$176K -$1.97K -20 -1%
SWA
560
SOA Wealth Advisors
New York
$149K – – –
AF
561
Allworth Financial
California
$144K +$21K +213 +18%
RIL
562
Rothschild Investment LLC
Illinois
$136K – – –
SWM
563
Spire Wealth Management
Virginia
$129K – – –
HCP
564
Hexagon Capital Partners
Arkansas
$128K +$31K +314 +33%
CT
565
Caldwell Trust
Florida
$125K +$33.7K +341 +38%
CWM
566
CarsonAllaria Wealth Management
Illinois
$117K – – –
GC
567
Garde Capital
Washington
$111K – – –
EWA
568
EverSource Wealth Advisors
Alabama
$105K +$36.7K +372 +52%
RP
569
Rowlandmiller & Partners
Georgia
$105K – – –
SPIA
570
Steward Partners Investment Advisory
New York
$102K – – –
IWA
571
Icon Wealth Advisors
Texas
$102K – – –
WIM
572
Westside Investment Management
California
$101K – – –
UB
573
UMB Bank
Missouri
$91.8K – – –
AA
574
Ancora Advisors
Ohio
$91.4K – – –
HIA
575
Harbor Investment Advisory
Maryland
$90K – – –
21 22
23
24 25