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Deutsche Bank
DB

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
426
Arlington Trust
Alabama
$5.69K +$6.73K +191 New
AFG
427
Albion Financial Group
Utah
$5.21K +$1.06K +30 +21%
WA
428
WPG Advisers
Maryland
$4.85K – – –
RWS
429
Retirement Wealth Solutions
Wisconsin
$4.79K -$6.48K -184 -53%
RWM
430
Raffa Wealth Management
District of Columbia
$4.65K – – –
FMP
431
Financial Management Professionals
Texas
$4.5K – – –
SWM
432
SHP Wealth Management
Massachusetts
$4.32K +$1.87K +53 +58%
CFO
433
CVA Family Office
Colorado
$3.99K +$1.27K +36 +37%
BFS
434
Bare Financial Services
Pennsylvania
$3.54K +$1.34K +38 +47%
WSA
435
Wealth Science Advisors
Georgia
$3.43K +$3.13K +89 New
IAS
436
IMA Advisory Services
Colorado
$3.37K -$1.13K -32 -22%
SIS
437
Sound Income Strategies
Florida
$3.2K -$4.44K -126 -55%
PWA
438
Physician Wealth Advisors
Utah
$3.13K -$3.06K -87 -45%
IAAG
439
Innovative Asset Advisors Group
Connecticut
$3.01K +$3.56K +101 New
PCM
440
Penserra Capital Management
California
$3K – – –
HFS
441
Hantz Financial Services
Michigan
$3K +$1.8K +51 +104%
EF
442
Entrust Financial
Pennsylvania
$2.83K – – –
LWM
443
Lodestone Wealth Management
Washington
$2.68K – – –
CFM
444
Cornerstone Financial Management
Massachusetts
$2.68K +$458 +13 +17%
RF
445
Rossby Financial
Florida
$2.65K +$3.06K +87 New
AWM
446
Abound Wealth Management
Tennessee
$2.5K -$1.48K -42 -33%
SEP
447
Signature Equity Partners
Ohio
$2.32K -$7.15K -203 -72%
CTC
448
Central Trust Company
Missouri
$2.2K +$1.3K +37 +100%
IWS
449
Intentional Wealth Strategies
Colorado
$2.11K +$2.5K +71 New
BH
450
Burk Holdings
Oklahoma
$2.06K +$2.43K +69 New
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