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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Wealth Alliance
New York
$230K -$50.5K -302 -18%
TPCW
752
TD Private Client Wealth
New York
$228K +$19.1K +114 +9%
BB
753
Busey Bank
Illinois
$227K -$97K -580 -29%
NL
754
NWAM LLC
Washington
$227K – – –
WCM
755
Washington Capital Management
Washington
$226K – – –
CPSAC
756
Chas P. Smith & Associates (CPS)
Florida
$226K -$29.3K -175 -11%
FIA
757
Foundations Investment Advisors
Arizona
$226K +$234K +1,397 New
EPW
758
Evolve Private Wealth
California
$226K +$32.3K +193 +16%
FCH
759
Freestone Capital Holdings
Washington
$224K -$57.4K -343 -20%
IGGA
760
Iron Gate Global Advisors
Utah
$223K +$231K +1,381 New
RK
761
Rather & Kittrell
Tennessee
$223K +$13.7K +82 +6%
PFS
762
Physicians Financial Services
North Carolina
$223K – – –
PAS
763
Parsonex Advisory Services
Colorado
$223K – – –
RAM
764
Reflection Asset Management
South Carolina
$221K +$138K +824 +197%
SSWM
765
Smith Salley Wealth Management
North Carolina
$221K – – –
GT
766
Greenleaf Trust
Michigan
$219K – – –
WIM
767
WealthPlan Investment Management
Nebraska
$218K +$18.4K +110 +9%
SFS
768
Stiles Financial Services
Minnesota
$217K +$837 +5 +0.4%
NRC
769
New Republic Capital
North Carolina
$216K -$47.9K -286 -18%
AWA
770
Aaron Wealth Advisors
Illinois
$215K +$222K +1,328 New
BF
771
Brucke Financial
Indiana
$215K -$362K -2,166 -62%
KP
772
Keel Point
Alabama
$212K -$24.8K -148 -10%
GA
773
Greenspring Advisors
Maryland
$212K +$219K +1,309 New
BFS
774
Bradley Foster & Sargent
Connecticut
$210K – – –
CAS
775
CTC Alternative Strategies
Illinois
$210K +$217K +1,300 New
29 30
31
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