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Deutsche Bank
DB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
351
Basecamp Wealth Advisors
Washington
$223K – – –
IFWM
352
Institute for Wealth Management
Colorado
$221K +$212K +6,533 New
LFA
353
Legacy Financial Advisors
Kentucky
$220K -$12.1K -372 -5%
SI
354
Sava Infond
Slovenia
$216K – – –
EPW
355
Evolve Private Wealth
California
$215K -$43.7K -1,347 -17%
IAA
356
Independent Advisor Alliance
North Carolina
$215K -$22.9K -707 -10%
NA
357
NewEdge Advisors
Louisiana
$215K -$97.5K -3,009 -32%
AAP
358
Arax Advisory Partners
Colorado
$214K +$97K +2,994 +89%
KWA
359
Kingswood Wealth Advisors
California
$213K +$204K +6,308 New
RS
360
Rakuten Securities
Japan
$211K -$88.8K -2,741 -31%
GSC
361
Ground Swell Capital
South Carolina
$208K +$200K +6,174 New
CH
362
Cromwell Holdings
Wyoming
$208K – – –
AWM
363
Apollon Wealth Management
South Carolina
$208K +$200K +6,161 New
BA
364
Bridgewater Advisors
New York
$206K +$180K +5,552 New
IRC
365
Investors Research Corp
Georgia
$202K – – –
EI
366
Ellevest Inc
New York
$201K +$193K +5,941 New
LFAS
367
Level Four Advisory Services
Texas
$201K +$193K +5,941 New
GIC
368
Generali Investments CEE
Czech Republic
$192K -$421K -12,980 -70%
CA
369
Clearstead Advisors
Ohio
$174K -$167K -5,142 -50%
BBHC
370
Brown Brothers Harriman & Co
New York
$170K +$74.9K +2,310 +84%
AWM
371
Activest Wealth Management
Florida
$169K – – –
EP
372
Evelyn Partners
$157K +$150K +4,641 New
TFA
373
Toth Financial Advisory
Virginia
$149K -$87.5K -2,700 -38%
MHR
374
Matthew Hamilton Rosenberg
$142K – – –
GRP
375
Global Retirement Partners
California
$140K +$135K +4,161 New
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