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Royal Bank of Canada
RY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
826
Cullen/Frost Bankers
Texas
$51.1K – – –
DAM
827
Delta Asset Management
Tennessee
$48.6K – – –
EP
828
Essential Partners
California
$47.6K – – –
CAL
829
Capital Analysts LLC
Pennsylvania
$46K +$307 +2 +0.7%
KFAS
830
Keating Financial Advisory Services
Kansas
$45.5K +$41K +267 New
MCA
831
Midwest Capital Advisors
Michigan
$42.6K +$38.4K +250 New
EPIME
832
Evelyn Partners Investment Management (Europe)
$42.6K – – –
CPG
833
Cornerstone Planning Group
New Jersey
$41.1K +$13.5K +88 +55%
SL
834
Salomon & Ludwin
Virginia
$40.5K – – –
TWD
835
True Wealth Design
Ohio
$39.2K +$3.07K +20 +10%
SEP
836
Signature Equity Partners
Ohio
$38K +$34.2K +223 New
PP
837
Paladin Partners
Wisconsin
$35.6K +$32.1K +209 New
CWP
838
Concord Wealth Partners
Virginia
$35.3K – – –
HWP
839
Highline Wealth Partners
California
$35.3K +$13.7K +89 +75%
MTIC
840
Missouri Trust & Investment Company
Missouri
$34.5K +$307 +2 +1%
TFA
841
Toth Financial Advisory
Virginia
$34.1K – – –
HCM
842
Hollencrest Capital Management
California
$31.4K – – –
JFA
843
JNBA Financial Advisors
Minnesota
$27.3K – – –
BIA
844
Bell Investment Advisors
California
$26.1K +$13.5K +88 +135%
PCM
845
Penserra Capital Management
California
$26K +$11.5K +75 +86%
SIC
846
SJS Investment Consulting
Ohio
$25.6K +$23K +150 New
TCM
847
Tradewinds Capital Management
Washington
$25.6K +$23K +150 New
WG
848
Wellington Group
Indiana
$25.4K +$22.9K +149 New
ZBNA
849
Zions Bancorporation, National Association
Utah
$25.2K – – –
HFM
850
Harvest Fund Management
China
$25K +$22.9K +149 New
32 33
34
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