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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
726
Penserra Capital Management
California
$12K – – –
HC
727
Hoese & Co
Minnesota
$11.3K – – –
KFI
728
Key Financial Inc
Pennsylvania
$11.3K – – –
SFGP
729
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.3K – – –
TCM
730
TruNorth Capital Management
Michigan
$11.3K – – –
HWP
731
Highline Wealth Partners
California
$11.2K +$353 +3 +3%
HFS
732
Hantz Financial Services
Michigan
$11K -$11.5K -98 -50%
MA
733
MCF Advisors
Kentucky
$10.1K – – –
QPBE
734
Quintet Private Bank (Europe)
Luxembourg
$10K +$10.5K +89 New
WWM
735
Wolff Wiese Magana
California
$8.45K – – –
GEA
736
Glen Eagle Advisors
New Jersey
$8.38K +$7.07K +60 +429%
CWC
737
Carolinas Wealth Consulting
North Carolina
$8.34K +$236 +2 +3%
CIR
738
Clear Investment Research
Georgia
$7.55K – – –
RF
739
Rossby Financial
Florida
$7.18K +$7.18K +61 New
CA
740
Continuum Advisory
Idaho
$7.1K +$353 +3 +5%
BIA
741
Bell Investment Advisors
California
$6.88K – – –
PCFFS
742
Pacific Center for Financial Services
California
$6.76K – – –
CTWM
743
Cherry Tree Wealth Management
Minnesota
$6.65K +$6.95K +59 New
SC
744
SouthState Corp
Florida
$5.3K – – –
CMP
745
Coston McIsaac & Partners
Maine
$5K – – –
BFS
746
Bare Financial Services
Pennsylvania
$4.85K +$5.06K +43 New
LFG
747
Larson Financial Group
Missouri
$4.51K -$137K -1,166 -97%
CYG
748
Clean Yield Group
Vermont
$4.4K -$5.53K -47 -55%
WPWM
749
Western Pacific Wealth Management
Illinois
$3.72K – – –
VWA
750
Valued Wealth Advisors
Utah
$3.04K – – –
28 29
30
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