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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mission Wealth Management
California
$358K -$16.3K -106 -5%
AIA
627
Aventus Investment Advisors
Florida
$358K – – –
GC
628
Guggenheim Capital
Illinois
$358K -$99.5K -648 -24%
BL
629
BFSG LLC
California
$357K -$16K -104 -5%
CI
630
Cherokee Insurance
Michigan
$356K – – –
OIA
631
OneDigital Investment Advisors
Kansas
$356K -$5.99K -39 -2%
KPWS
632
Kestra Private Wealth Services
Texas
$355K -$63.9K -416 -17%
CCM
633
Coldstream Capital Management
Washington
$351K +$316K +2,059 New
NPT
634
National Philanthropic Trust
Pennsylvania
$350K +$316K +2,055 New
C
635
Certuity
Florida
$349K -$40.5K -264 -11%
CFG
636
Carr Financial Group
Massachusetts
$343K – – –
PCG
637
Prosperity Consulting Group
Maryland
$342K +$25K +163 +9%
FCM
638
Fortis Capital Management
Washington
$341K -$2.15K -14 -0.7%
PAM
639
Peak Asset Management
Colorado
$341K – – –
SAA
640
Southeast Asset Advisors
Georgia
$341K – – –
IA
641
Integrity Alliance
Iowa
$340K +$40.9K +266 +15%
CI
642
Corient IA
Florida
$339K -$155K -1,010 -34%
BB
643
Busey Bank
Illinois
$338K – – –
MOS
644
MGO One Seven
Ohio
$338K +$3.07K +20 +1%
OPF
645
Old Peak Finance
North Carolina
$330K +$298K +1,938 New
CIA
646
Choate Investment Advisors
Massachusetts
$325K – – –
PWPS
647
Pinnacle Wealth Planning Services
Ohio
$321K – – –
FFG
648
Fiduciary Financial Group
California
$320K +$9.37K +61 +3%
AAS
649
Ameritas Advisory Services
Nebraska
$320K +$224K +1,458 +346%
SI
650
Seeds Investor
New York
$319K +$287K +1,868 New
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