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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
OneDigital Investment Advisors
Kansas
$336K -$1.17K -7 -0.3%
AWM
652
Avior Wealth Management
Nebraska
$332K +$42.8K +256 +14%
CIM
653
Contravisory Investment Management
Massachusetts
$332K -$21.1K -126 -6%
WWM
654
Western Wealth Management
Colorado
$331K +$49.2K +294 +17%
C
655
Certuity
Florida
$331K +$167 +1 +0%
FCM
656
Fortis Capital Management
Washington
$331K +$7.53K +45 +2%
CFG
657
Carr Financial Group
Massachusetts
$326K – – –
PAM
658
Peak Asset Management
Colorado
$324K – – –
SAA
659
Southeast Asset Advisors
Georgia
$324K – – –
CI
660
Corient IA
Florida
$322K – – –
FFG
661
Fiduciary Financial Group
California
$317K +$13.2K +79 +4%
OPF
662
Old Peak Finance
North Carolina
$314K – – –
DS
663
DRW Securities
Illinois
$314K +$118K +705 +57%
CAG
664
Crestwood Advisors Group
Massachusetts
$311K +$47.3K +283 +17%
ACM
665
Alta Capital Management
Utah
$310K +$39K +233 +14%
IA
666
Integrity Alliance
Iowa
$309K -$14.1K -84 -4%
CIA
667
Choate Investment Advisors
Massachusetts
$308K – – –
PCG
668
Prosperity Consulting Group
Maryland
$306K -$19.1K -114 -6%
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$305K – – –
DWM
670
Diversify Wealth Management
Utah
$305K +$291K +1,738 New
5NPW
671
55 North Private Wealth
Florida
$302K +$5.02K +30 +2%
BL
672
BFSG LLC
California
$301K -$38.8K -232 -11%
IFG
673
Independent Financial Group
California
$301K +$16.7K +100 +6%
FEM
674
Fulcrum Equity Management
Texas
$299K +$4.18K +25 +1%
CL
675
Choreo LLC
Illinois
$296K +$14.2K +85 +5%
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