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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
726
BridgePort Financial Solutions
Iowa
$243K – – –
BFG
727
Beto Financial Group
Idaho
$241K +$219K +1,428 New
WCM
728
Washington Capital Management
Washington
$239K – – –
JF
729
Jump Financial
Illinois
$237K +$213K +1,389 New
NL
730
NWAM LLC
Washington
$236K – – –
SFS
731
Sowell Financial Services
Arkansas
$236K +$213K +1,384 New
PFS
732
Physicians Financial Services
North Carolina
$235K – – –
PAS
733
Parsonex Advisory Services
Colorado
$235K – – –
SSWM
734
Smith Salley Wealth Management
North Carolina
$233K -$119K -772 -36%
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$231K -$12.1K -79 -6%
GT
736
Greenleaf Trust
Michigan
$231K +$208K +1,355 New
CFG
737
Cooper Financial Group
California
$231K +$208K +1,353 New
SP
738
SmartHarvest Portfolios
Washington
$231K +$208K +1,353 New
SLWA
739
San Luis Wealth Advisors
California
$230K -$18.3K -119 -8%
GIC
740
GFI Investment Counsel
Ontario, Canada
$229K +$207K +1,345 New
SFS
741
Stiles Financial Services
Minnesota
$228K -$75.6K -492 -27%
DAS
742
Diversify Advisory Services
Utah
$226K -$111K -724 -35%
WANY
743
Wealthspire Advisors (New York)
New York
$226K +$182K +1,182 +821%
CA
744
Carson Advisory
Georgia
$226K -$57.3K -373 -22%
NF
745
Nikulski Financial
Iowa
$224K -$15.1K -98 -7%
TPCW
746
TD Private Client Wealth
New York
$221K -$85.8K -559 -30%
BFS
747
Bradley Foster & Sargent
Connecticut
$221K +$199K +1,297 New
RK
748
Rather & Kittrell
Tennessee
$221K +$199K +1,297 New
RIP
749
Reliant Investment Partners
North Carolina
$221K +$199K +1,295 New
S
750
SimplyRich
California
$219K +$198K +1,287 New
28 29
30
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