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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Silverlake Wealth Management
Vermont
$231K +$207K +1,114 New
GC
802
Garde Capital
Washington
$229K +$205K +1,107 New
IFA
803
Index Fund Advisors
California
$229K +$205K +1,106 New
CCM
804
Chickasaw Capital Management
Tennessee
$228K +$204K +1,100 New
NAM
805
NTV Asset Management
West Virginia
$228K +$204K +1,100 New
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
$227K +$6.49K +35 +3%
ACC
807
Acorn Creek Capital
Colorado
$226K +$202K +1,091 New
CWG
808
Cornerstone Wealth Group
North Carolina
$225K +$202K +1,088 New
PC
809
Permanens Capital
New York
$225K +$202K +1,087 New
SIA
810
Soltis Investment Advisors
Utah
$225K -$592K -3,192 -75%
MWM
811
Mascoma Wealth Management
New Hampshire
$224K – – –
WA
812
Wealth Alliance
New York
$224K -$63.4K -342 -24%
HIA
813
Harbor Investment Advisory
Maryland
$223K – – –
EWM
814
Evercore Wealth Management
New York
$223K +$200K +1,076 New
MAM
815
Mainsail Asset Management
Alabama
$222K +$191K +1,031 New
PTC
816
Private Trust Company
Ohio
$221K -$4.08K -22 -2%
RCI
817
RS Crum Inc
California
$219K +$197K +1,060 New
WB
818
WesBanco Bank
West Virginia
$219K +$197K +1,060 New
NPT
819
National Philanthropic Trust
Pennsylvania
$219K +$196K +1,056 New
ATPW
820
Ashton Thomas Private Wealth
Arizona
$216K +$194K +1,046 New
CC
821
Clearwave Capital
California
$215K +$193K +1,041 New
LAM
822
LOM Asset Management
$214K – – –
AHC
823
Adell Harriman & Carpenter
Texas
$214K +$192K +1,033 New
SP
824
SmartHarvest Portfolios
Washington
$212K +$190K +1,026 New
SFC
825
SYM Financial Corp
Indiana
$210K +$188K +1,015 New
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