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Deutsche Bank
DB

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
426
Alerus Financial
North Dakota
$10.1K – – –
SIM
427
Synergy Investment Management
Florida
$9.54K +$8.72K +269 New
APFP
428
Action Point Financial Planning
Michigan
$8.95K +$8.59K +265 New
SPIA
429
Steward Partners Investment Advisory
New York
$8.4K -$7.78K -240 -49%
SHIM
430
Stone House Investment Management
Pennsylvania
$8.14K +$7.55K +233 +2,913%
RWS
431
Retirement Wealth Solutions
Wisconsin
$7.9K +$2.37K +73 +45%
WA
432
WPG Advisers
Maryland
$7.7K +$2.11K +65 +40%
CFM
433
Cornerstone Financial Management
Massachusetts
$7.66K +$4.44K +137 +152%
FIM
434
FWL Investment Management
Texas
$7.54K – – –
PTC
435
Private Trust Company
Ohio
$7.53K -$843 -26 -10%
BFPW
436
BOK Financial Private Wealth
Colorado
$7.12K +$6.84K +211 New
CIA
437
Cape Investment Advisory
Georgia
$6.95K +$6.68K +206 New
MNA
438
Manning & Napier Advisors
New York
$6.86K +$65 +2 +1%
BFS
439
Bare Financial Services
Pennsylvania
$6.82K +$2.69K +83 +70%
PWA
440
Physician Wealth Advisors
Utah
$6.62K +$2.95K +91 +87%
CFD
441
Creative Financial Designs
Indiana
$6.48K -$7.36K -227 -54%
BIA
442
Bell Investment Advisors
California
$6.45K – – –
AT
443
Arlington Trust
Alabama
$6.45K – – –
RWM
444
Raffa Wealth Management
District of Columbia
$6.35K +$1.04K +32 +21%
FIA
445
FNY Investment Advisers
New York
$6K +$6.48K +200 New
IAS
446
IMA Advisory Services
Colorado
$5.84K +$1.94K +60 +53%
EB
447
Eastern Bank
Massachusetts
$5.77K +$5.54K +171 New
PWA
448
Principia Wealth Advisory
Texas
$5.33K +$1.78K +55 +53%
FMP
449
Financial Management Professionals
Texas
$5.1K – – –
AFG
450
Albion Financial Group
Utah
$4.9K -$972 -30 -17%
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