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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
676
San Luis Wealth Advisors
California
$217K +$203K +1,471 New
AWM
677
Accel Wealth Management
Iowa
$215K -$15.6K -113 -7%
EGWAG
678
Elwood & Goetz Wealth Advisory Group
Georgia
$215K +$201K +1,457 New
CD
679
Chapin Davis
Maryland
$214K +$200K +1,450 New
FHC
680
First Heartland Consultants
Missouri
$214K +$200K +1,450 New
BAM
681
Belpointe Asset Management
Nevada
$212K +$199K +1,441 New
FCA
682
Fortis Capital Advisors
Kansas
$212K +$199K +1,441 New
WIM
683
Westside Investment Management
California
$212K +$30.2K +219 +18%
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$212K +$5.93K +43 +3%
SWA
685
SOA Wealth Advisors
New York
$211K – – –
JCM
686
Jacobi Capital Management
Pennsylvania
$211K +$197K +1,431 New
CT
687
Caldwell Trust
Florida
$210K +$827 +6 +0.4%
BFS
688
BridgePort Financial Solutions
Iowa
$210K +$197K +1,427 New
NF
689
Nikulski Financial
Iowa
$208K +$195K +1,411 New
KP
690
Keel Point
Alabama
$207K +$194K +1,408 New
APP
691
Avantax Planning Partners
Iowa
$207K +$194K +1,408 New
SCM
692
Stevens Capital Management
Pennsylvania
$207K +$194K +1,407 New
NL
693
NWAM LLC
Washington
$206K -$20.7K -150 -10%
WCM
694
Washington Capital Management
Washington
$206K +$193K +1,400 New
MA
695
Mutual Advisors
Nebraska
$204K -$111K -802 -37%
PAS
696
Parsonex Advisory Services
Colorado
$203K +$190K +1,378 New
PFS
697
Physicians Financial Services
North Carolina
$203K +$190K +1,379 New
BO
698
Bank OZK
Arkansas
$202K +$189K +1,373 New
EA
699
Echo45 Advisors
California
$202K +$189K +1,372 New
FLPIM
700
F.L. Putnam Investment Management
Massachusetts
$202K -$25.9K -188 -12%
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