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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
626
Edgestream Partners
New Jersey
$375K +$187K +1,118 +93%
AC
627
Apella Capital
Connecticut
$373K +$46K +275 +15%
AWA
628
Argos Wealth Advisors
California
$373K – – –
SPWM
629
Schrum Private Wealth Management
Florida
$370K -$97.7K -584 -20%
KCM
630
Kanawha Capital Management
Virginia
$366K – – –
TC
631
TwinBeech Capital
New York
$366K +$379K +2,265 New
TFIPS
632
Towarzystwo Funduszy Inwestycyjnych PZU SA
$366K +$207K +1,236 +120%
CFG
633
Carter Financial Group
Illinois
$365K +$378K +2,257 New
LIA
634
LBMC Investment Advisors
Tennessee
$365K – – –
AWS
635
Alliance Wealth Strategies
Virginia
$362K – – –
KWA
636
Kingswood Wealth Advisors
California
$362K -$16.4K -98 -4%
MCFP
637
Mallini Complete Financial Planning
Florida
$359K – – –
GGS
638
Galvin Gaustad & Stein
Arizona
$356K – – –
MG
639
Mather Group
Illinois
$356K – – –
CF
640
Centaurus Financial
California
$355K – – –
BHCM
641
Brevan Howard Capital Management
Jersey
$349K +$361K +2,160 New
FG
642
Fiduciary Group
Georgia
$349K – – –
EI
643
EFG International
$349K -$101K -602 -22%
FCM
644
Firestone Capital Management
Florida
$345K – – –
LCAM
645
London & Capital Asset Management
United Kingdom
$345K – – –
SCTC
646
Sanibel Captiva Trust Company
Florida
$345K -$10K -60 -3%
PWA
647
Phoenix Wealth Advisors
North Carolina
$343K – – –
AIA
648
Aventus Investment Advisors
Florida
$340K – – –
FWP
649
Fiduciary Wealth Partners
Massachusetts
$339K -$32.6K -195 -9%
RA
650
RFG Advisory
Alabama
$339K -$2.26M -13,499 -87%
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