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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
651
Cherokee Insurance
Michigan
$338K – – –
OIA
652
OneDigital Investment Advisors
Kansas
$336K -$1.17K -7 -0.3%
AWM
653
Avior Wealth Management
Nebraska
$332K +$42.8K +256 +14%
CIM
654
Contravisory Investment Management
Massachusetts
$332K -$21.1K -126 -6%
WWM
655
Western Wealth Management
Colorado
$331K +$49.2K +294 +17%
C
656
Certuity
Florida
$331K +$167 +1 +0%
FCM
657
Fortis Capital Management
Washington
$331K +$7.53K +45 +2%
CFG
658
Carr Financial Group
Massachusetts
$326K – – –
PAM
659
Peak Asset Management
Colorado
$324K – – –
SAA
660
Southeast Asset Advisors
Georgia
$324K – – –
CI
661
Corient IA
Florida
$322K – – –
FFG
662
Fiduciary Financial Group
California
$317K +$13.2K +79 +4%
OPF
663
Old Peak Finance
North Carolina
$314K – – –
DS
664
DRW Securities
Illinois
$314K +$118K +705 +57%
CAG
665
Crestwood Advisors Group
Massachusetts
$311K +$47.3K +283 +17%
ACM
666
Alta Capital Management
Utah
$310K +$39K +233 +14%
IA
667
Integrity Alliance
Iowa
$309K -$14.1K -84 -4%
CIA
668
Choate Investment Advisors
Massachusetts
$308K – – –
PCG
669
Prosperity Consulting Group
Maryland
$306K -$19.1K -114 -6%
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$305K – – –
DWM
671
Diversify Wealth Management
Utah
$305K +$291K +1,738 New
5NPW
672
55 North Private Wealth
Florida
$302K +$5.02K +30 +2%
BL
673
BFSG LLC
California
$301K -$38.8K -232 -11%
IFG
674
Independent Financial Group
California
$301K +$16.7K +100 +6%
FEM
675
Fulcrum Equity Management
Texas
$299K +$4.18K +25 +1%
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