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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
801
Pacific Center for Financial Services
California
$8.84K – – –
RF
802
Rossby Financial
Florida
$8.83K +$1.65K +12 +25%
GA
803
Guerra Advisors
Florida
$8.54K +$8K +58 New
JWM
804
JPL Wealth Management
Colorado
$8.4K +$7.86K +57 New
SC
805
SouthState Corp
Florida
$6.92K – – –
FRA
806
Front Row Advisors
California
$5.89K +$5.51K +40 New
CYG
807
Clean Yield Group
Vermont
$5.75K – – –
SGK
808
Steigerwald Gordon & Koch
Virginia
$5.75K +$5.38K +39 New
WPWM
809
Western Pacific Wealth Management
Illinois
$4.86K – – –
CCM
810
Chilton Capital Management
Texas
$4.86K +$4.55K +33 New
VWA
811
Valued Wealth Advisors
Utah
$3.98K – – –
PWAM
812
Private Wealth Asset Management
Iowa
$3.83K – – –
MCA
813
Maryland Capital Advisors
Maryland
$3.68K – – –
GWSA
814
Global Wealth Strategies & Associates
Colorado
$3.68K +$3.45K +25 New
CCM
815
Copeland Capital Management
Pennsylvania
$3.39K – – –
WCM
816
Westend Capital Management
California
$3.39K +$3.17K +23 New
WOC
817
West Oak Capital
California
$3.31K – – –
PWA
818
Physician Wealth Advisors
Utah
$3.24K +$414 +3 +16%
LI
819
LRI Investments
Florida
$3.21K – – –
WPA
820
Wealth Preservation Advisors
Tennessee
$3.09K +$689 +5 +31%
RWM
821
Raffa Wealth Management
District of Columbia
$2.95K – – –
FC
822
Fairscale Capital
New Hampshire
$2.8K – – –
NECFA
823
New England Capital Financial Advisors
Connecticut
$2.5K – – –
LSA
824
Leonteq Securities AG
Switzerland
$2.36K -$2.21K -16 -50%
OP
825
ORG Partners
Indiana
$1.47K – – –
31 32
33
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