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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
651
Axis Wealth Partners
Rhode Island
$211K +$196K +1,603 New
VFA
652
Valeo Financial Advisors
Indiana
$210K +$196K +1,600 New
AF
653
Alerus Financial
North Dakota
$210K +$196K +1,599 New
PWM
654
Pines Wealth Management
North Carolina
$209K +$193K +1,579 New
KWA
655
Kingswood Wealth Advisors
California
$209K +$194K +1,590 New
KIA
656
KCM Investment Advisors
California
$209K +$194K +1,589 New
AWM
657
Accel Wealth Management
Iowa
$207K +$192K +1,571 New
ACM
658
Alta Capital Management
Utah
$207K +$192K +1,570 New
WP
659
WealthShield Partners
North Carolina
$206K +$191K +1,564 New
S
660
Sunpointe
Missouri
$206K -$45.5K -372 -19%
FLPIM
661
F.L. Putnam Investment Management
Massachusetts
$205K +$191K +1,560 New
ISB
662
Iowa State Bank
Iowa
$204K +$190K +1,553 New
TSS
663
Two Sigma Securities
New York
$204K -$298K -2,435 -61%
JEST
664
JTC Employer Solutions Trustee
Jersey
$203K -$19K -155 -9%
NL
665
NWAM LLC
Washington
$201K +$190K +1,553 New
SWA
666
SOA Wealth Advisors
New York
$189K – – –
CT
667
Caldwell Trust
Florida
$187K +$612 +5 +0.4%
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$183K +$3.18K +26 +2%
RIL
669
Rothschild Investment LLC
Illinois
$178K – – –
MCM
670
MAI Capital Management
Ohio
$178K +$82.2K +672 +99%
GM
671
GeoWealth Management
Illinois
$172K +$57.5K +470 +56%
WIM
672
Westside Investment Management
California
$161K +$26.8K +219 +22%
CWM
673
CarsonAllaria Wealth Management
Illinois
$153K – – –
GC
674
Garde Capital
Washington
$146K – – –
HIA
675
Harbor Investment Advisory
Maryland
$137K – – –
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