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Deutsche Bank
DB

Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
326
71 West Capital Partners
Massachusetts
$276K +$265K +8,184 New
CPG
327
Cornerstone Planning Group
New Jersey
$275K – – –
SC
328
Scotia Capital
Ontario, Canada
$274K – – –
BFA
329
Brown Financial Advisors
Ohio
$273K +$3.47K +107 +1%
OCA
330
OpenArc Corporate Advisory
Georgia
$273K +$37.3K +1,152 +17%
PF
331
Phoenix Financial
Israel
$273K – – –
FOA
332
Five Oceans Advisors
California
$271K – – –
MFG
333
Magnus Financial Group
New York
$271K – – –
PP
334
PDS Planning
Ohio
$270K +$14.2K +437 +6%
MIC
335
Meridian Investment Counsel
California
$270K – – –
SMC
336
Smith, Moore & Co
Missouri
$270K – – –
RCAG
337
Rehmann Capital Advisory Group
Michigan
$265K +$254K +7,849 New
TW
338
Traveka Wealth
California
$265K -$9.82K -303 -4%
GA
339
Greenspring Advisors
Maryland
$260K +$250K +7,707 New
WS
340
Wedbush Securities
California
$253K -$1.78K -55 -0.7%
CAM
341
CenterStar Asset Management
Illinois
$249K +$239K +7,373 New
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$240K -$34.4K -1,060 -13%
WFI
343
West Family Investments
California
$239K +$229K +7,077 New
FMI
344
Frec Markets Inc
California
$234K +$225K +6,946 New
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K -$907K -27,999 -80%
BTI
346
Blue Trust Inc
Georgia
$229K -$7.65K -236 -3%
OL
347
Optas LLC
Texas
$229K +$220K +6,777 New
KAS
348
Kestra Advisory Services
Texas
$228K +$219K +6,763 New
EWA
349
EverSource Wealth Advisors
Alabama
$227K -$158K -4,870 -42%
VF
350
Virtu Financial
New York
$224K +$215K +6,647 New
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