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Deutsche Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$243K +$40.5K +1,149 +16%
TW
327
Traveka Wealth
California
$242K -$564 -16 -0.2%
SC
328
Scotia Capital
Ontario, Canada
$242K -$26.4K -749 -8%
PF
329
Phoenix Financial
Israel
$241K
FOA
330
Five Oceans Advisors
California
$239K
MFG
331
Magnus Financial Group
New York
$239K -$36.1K -1,026 -11%
MIC
332
Meridian Investment Counsel
California
$238K
SMC
333
Smith, Moore & Co
Missouri
$238K +$282K +8,000 New
BFA
334
Brown Financial Advisors
Ohio
$238K +$281K +7,982 New
CPG
335
Cornerstone Planning Group
New Jersey
$237K -$141 -4 -0.1%
MM
336
MQS Management
New York
$234K +$277K +7,851 New
EPW
337
Evolve Private Wealth
California
$230K +$63.2K +1,795 +30%
KWM
338
Keebeck Wealth Management
Illinois
$228K +$69.6K +1,975 +35%
AC
339
AlphaCore Capital
California
$227K -$1.38M -39,103 -84%
PP
340
PDS Planning
Ohio
$225K +$1.02K +29 +0.4%
WS
341
Wedbush Securities
California
$225K -$11.1K -316 -4%
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$224K -$25.5K -723 -9%
TFA
343
Toth Financial Advisory
Virginia
$211K -$31.7K -900 -11%
IAA
344
Independent Advisor Alliance
North Carolina
$210K +$18.6K +527 +8%
BTI
345
Blue Trust Inc
Georgia
$209K -$26.1K -742 -10%
OCA
346
OpenArc Corporate Advisory
Georgia
$207K +$57.7K +1,639 +31%
LFA
347
Legacy Financial Advisors
Kentucky
$205K -$43.3K -1,230 -15%
HFO
348
Heritage Family Offices
Arizona
$205K -$226K -6,418 -48%
VFA
349
Valeo Financial Advisors
Indiana
$203K -$143K -4,051 -37%
BWA
350
Basecamp Wealth Advisors
Washington
$197K -$1.13K -32 -0.5%