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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
726
Westside Investment Management
California
$298K – – –
APP
727
Avantax Planning Partners
Iowa
$297K – – –
BFG
728
Beto Financial Group
Idaho
$295K +$928 +5 +0.4%
MBT
729
Montecito Bank & Trust
California
$295K +$264K +1,425 New
FCH
730
Freestone Capital Holdings
Washington
$294K +$6.86K +37 +3%
EPW
731
Evolve Private Wealth
California
$292K +$2.78K +15 +1%
BBA
732
Braun-Bostich & Associates
Pennsylvania
$291K -$17.6K -95 -6%
BB
733
Busey Bank
Illinois
$291K – – –
WCM
734
Washington Capital Management
Washington
$290K – – –
CPSAC
735
Chas P. Smith & Associates (CPS)
Florida
$289K – – –
AWM
736
AE Wealth Management
Kansas
$289K -$52.3K -282 -17%
FLPIM
737
F.L. Putnam Investment Management
Massachusetts
$287K -$24.9K -134 -9%
GA
738
Greenspring Advisors
Maryland
$286K +$13.7K +74 +6%
IGGA
739
Iron Gate Global Advisors
Utah
$286K – – –
MOS
740
MGO One Seven
Ohio
$286K +$256K +1,380 New
PAS
741
Parsonex Advisory Services
Colorado
$285K – – –
WG
742
Wealth Group
North Carolina
$285K -$476K -2,564 -65%
PFS
743
Physicians Financial Services
North Carolina
$285K – – –
SSWM
744
Smith Salley Wealth Management
North Carolina
$283K – – –
NL
745
NWAM LLC
Washington
$280K -$9.28K -50 -4%
SFS
746
Stiles Financial Services
Minnesota
$279K +$742 +4 +0.3%
MA
747
Mutual Advisors
Nebraska
$277K -$67.2K -362 -21%
PI
748
PFG Investments
New York
$277K +$248K +1,336 New
NRC
749
New Republic Capital
North Carolina
$276K – – –
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$276K -$34K -183 -12%
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