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Deutsche Bank
DB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
426
Key Financial Inc
Pennsylvania
$13.7K – – –
MNA
427
Manning & Napier Advisors
New York
$13.4K +$12.5K +346 New
RWS
428
Retirement Wealth Solutions
Wisconsin
$13.3K +$5.56K +154 +81%
TFA
429
Transamerica Financial Advisors
Florida
$13.1K +$12.3K +341 New
BGAI
430
Bruce G. Allen Investments
Colorado
$13.1K – – –
PTC
431
Private Trust Company
Ohio
$12.7K – – –
BIA
432
Bell Investment Advisors
California
$12.5K +$5.45K +151 +87%
GKIM
433
GW&K Investment Management
Massachusetts
$12K – – –
AF
434
Alerus Financial
North Dakota
$11.6K – – –
SEP
435
Signature Equity Partners
Ohio
$10.8K +$10.1K +281 New
SIS
436
Sound Income Strategies
Florida
$8.98K +$8.34K +231 New
FC
437
Financial Consulate
Maryland
$8.83K +$1.7K +47 +26%
FIM
438
FWL Investment Management
Texas
$8.62K – – –
SAG
439
SageView Advisory Group
California
$8.33K +$7.79K +216 New
CIA
440
Cape Investment Advisory
Georgia
$8.18K – – –
CFD
441
Creative Financial Designs
Indiana
$7.67K -$650 -18 -8%
PWA
442
Physician Wealth Advisors
Utah
$7.4K +$794 +22 +13%
BSB
443
Bangor Savings Bank
Maine
$7.4K +$6.93K +192 New
TPCW
444
TD Private Client Wealth
New York
$7.21K +$2.35K +65 +53%
WA
445
WPG Advisers
Maryland
$6.29K -$361 -10 -6%
RWM
446
Raffa Wealth Management
District of Columbia
$6.01K +$3K +83 +114%
FMP
447
Financial Management Professionals
Texas
$5.82K – – –
AFG
448
Albion Financial Group
Utah
$5.59K – – –
HWP
449
Highline Wealth Partners
California
$5.59K +$2.6K +72 +99%
IAS
450
IMA Advisory Services
Colorado
$5.59K +$5.23K +145 New
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