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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
651
AlphaCore Capital
California
$387K +$65.1K +351 +23%
EWM
652
Empirical Wealth Management
Washington
$385K +$345K +1,862 New
AWE
653
Avidian Wealth Enterprises
Texas
$384K +$80.1K +432 +30%
FEM
654
Fulcrum Equity Management
Texas
$384K +$1.67K +9 +0.5%
AF
655
Alerus Financial
North Dakota
$384K +$47.3K +255 +16%
RWB
656
RMR Wealth Builders
New Jersey
$377K – – –
CI
657
CX Institutional
Indiana
$376K +$7.61K +41 +2%
PC
658
Promethos Capital
Massachusetts
$373K +$334K +1,800 New
BL
659
BFSG LLC
California
$372K -$11.9K -64 -3%
NWAG
660
Net Worth Advisory Group
Utah
$372K +$10.4K +56 +3%
AAMG
661
AMG Asset Management Group
Georgia
$371K +$3.9K +21 +1%
MFS
662
Mattson Financial Services
Michigan
$371K -$5.01K -27 -2%
AAS
663
Ameritas Advisory Services
Nebraska
$369K +$2.23K +12 +0.7%
VA
664
VestGen Advisors
Illinois
$369K +$127K +686 +62%
AGA
665
Arkos Global Advisors
Texas
$368K – – –
TC
666
Tannin Capital
North Carolina
$368K -$9.28K -50 -3%
DWT
667
Dorsey & Whitney Trust
South Dakota
$367K -$7.61K -41 -2%
BO
668
Bank OZK
Arkansas
$366K +$8.72K +47 +3%
SOS
669
Silver Oak Securities
Tennessee
$364K +$2.23K +12 +0.7%
CIC
670
Cutler Investment Counsel
Oregon
$364K -$10.9K -59 -3%
MCM
671
Mitchell Capital Management
Kansas
$362K – – –
CF
672
Convergence Financial
Missouri
$361K +$323K +1,742 New
SSA
673
Schonfeld Strategic Advisors
New York
$357K -$441K -2,377 -58%
VBFP
674
Valtinson Bruner Financial Planning
Minnesota
$356K – – –
CPA
675
Capital Performance Advisors
California
$353K -$118K -635 -27%
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27
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