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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
676
JNBA Financial Advisors
Minnesota
$20K – – –
ADL
677
Asset Dedication LLC
California
$18.5K – – –
VWM
678
Venturi Wealth Management
Texas
$16.8K +$11.8K +103 +322%
CBT
679
CoreFirst Bank & Trust
Kansas
$16.6K +$15.3K +133 New
TSMHT
680
Thurston Springer Miller Herd & Titak
Indiana
$15.6K – – –
RWM
681
Reston Wealth Management
Virginia
$15.5K +$14.2K +124 New
HWM
682
Hemington Wealth Management
Virginia
$15K +$14.8K +129 New
CPG
683
Cornerstone Planning Group
New Jersey
$14.4K -$67.4K -587 -83%
PCM
684
Penserra Capital Management
California
$14K – – –
HC
685
Hoese & Co
Minnesota
$12.5K – – –
KFI
686
Key Financial Inc
Pennsylvania
$12.5K – – –
RDFA
687
Ritter Daniher Financial Advisory
Ohio
$12.5K – – –
TCM
688
TruNorth Capital Management
Michigan
$12.5K +$11.5K +100 New
FDCP
689
Foster Dykema Cabot & Partners
Massachusetts
$12K -$804 -7 -7%
PW
690
Paladin Wealth
Minnesota
$11.6K +$10.7K +93 New
OP
691
ORG Partners
Indiana
$11.6K – – –
MA
692
MCF Advisors
Kentucky
$11.2K – – –
HWP
693
Highline Wealth Partners
California
$11K +$4.59K +40 +83%
CYG
694
Clean Yield Group
Vermont
$10.7K +$9.87K +86 New
WWM
695
Wolff Wiese Magana
California
$9.36K – – –
GEA
696
Glen Eagle Advisors
New Jersey
$9.27K – – –
CWC
697
Carolinas Wealth Consulting
North Carolina
$8.98K – – –
CIR
698
Clear Investment Research
Georgia
$8.36K – – –
CA
699
Continuum Advisory
Idaho
$8.2K +$115 +1 +2%
GSEP
700
Golden State Equity Partners
California
$7.86K +$7.23K +63 New
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