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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
AE Wealth Management
Kansas
$271K +$18.1K +108 +7%
MMA
702
Miracle Mile Advisors
California
$270K +$11.2K +67 +4%
USCWA
703
U.S. Capital Wealth Advisors
Texas
$265K +$3.18K +19 +1%
PCMNC
704
Piedmont Capital Management (North Carolina)
North Carolina
$263K – – –
AWP
705
Axis Wealth Partners
Rhode Island
$259K – – –
AF
706
Alerus Financial
North Dakota
$259K – – –
KIA
707
KCM Investment Advisors
California
$257K – – –
OAM
708
Oppenheimer Asset Management
New York
$257K -$1.34K -8 -0.5%
TFA
709
Transamerica Financial Advisors
Florida
$257K +$5.86K +35 +2%
SCFS
710
Stewardship Concepts Financial Services
Washington
$256K -$5.19K -31 -2%
MF
711
Magnetar Financial
Illinois
$256K -$3.9M -23,313 -94%
PWM
712
Pines Wealth Management
North Carolina
$255K – – –
EW
713
Evoke Wealth
California
$255K +$62.2K +372 +31%
BFG
714
Beto Financial Group
Idaho
$254K -$4.85K -29 -2%
GC
715
Guggenheim Capital
Illinois
$254K -$88.8K -531 -25%
WP
716
WealthShield Partners
North Carolina
$253K – – –
ISB
717
Iowa State Bank
Iowa
$251K – – –
TWP
718
Tower Wealth Partners
Pennsylvania
$250K +$167 +1 +0.1%
RWM
719
Rockwood Wealth Management
Pennsylvania
$250K +$669 +4 +0.3%
EGWAG
720
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$1.84K -11 -0.7%
WSC
721
Wellington Shields & Co
New York
$247K – – –
FLPIM
722
F.L. Putnam Investment Management
Massachusetts
$246K -$9.04K -54 -3%
AC
723
AlphaCore Capital
California
$246K -$668K -3,995 -72%
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$245K +$26.8K +160 +12%
BAM
725
Belpointe Asset Management
Nevada
$244K -$202K -1,208 -44%
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29
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