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Royal Bank of Canada
RY

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