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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
701
Redmond Asset Management
Virginia
$272K – – –
AWM
702
AE Wealth Management
Kansas
$271K +$18.1K +108 +7%
MMA
703
Miracle Mile Advisors
California
$270K +$11.2K +67 +4%
USCWA
704
U.S. Capital Wealth Advisors
Texas
$265K +$3.18K +19 +1%
PCMNC
705
Piedmont Capital Management (North Carolina)
North Carolina
$263K – – –
AWP
706
Axis Wealth Partners
Rhode Island
$259K – – –
AF
707
Alerus Financial
North Dakota
$259K – – –
KIA
708
KCM Investment Advisors
California
$257K – – –
OAM
709
Oppenheimer Asset Management
New York
$257K -$1.34K -8 -0.5%
TFA
710
Transamerica Financial Advisors
Florida
$257K +$5.86K +35 +2%
SCFS
711
Stewardship Concepts Financial Services
Washington
$256K -$5.19K -31 -2%
MF
712
Magnetar Financial
Illinois
$256K -$3.9M -23,313 -94%
PWM
713
Pines Wealth Management
North Carolina
$255K – – –
EW
714
Evoke Wealth
California
$255K +$62.2K +372 +31%
BFG
715
Beto Financial Group
Idaho
$254K -$4.85K -29 -2%
GC
716
Guggenheim Capital
Illinois
$254K -$88.8K -531 -25%
WP
717
WealthShield Partners
North Carolina
$253K – – –
ISB
718
Iowa State Bank
Iowa
$251K – – –
TWP
719
Tower Wealth Partners
Pennsylvania
$250K +$167 +1 +0.1%
RWM
720
Rockwood Wealth Management
Pennsylvania
$250K +$669 +4 +0.3%
EGWAG
721
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$1.84K -11 -0.7%
WSC
722
Wellington Shields & Co
New York
$247K – – –
FLPIM
723
F.L. Putnam Investment Management
Massachusetts
$246K -$9.04K -54 -3%
AC
724
AlphaCore Capital
California
$246K -$668K -3,995 -72%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$245K +$26.8K +160 +12%
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