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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
626
Keel Point
Alabama
$333K -$25.6K -77 -8%
TCM
627
Tuttle Capital Management
Connecticut
$333K +$21.3K +64 +8%
AWM
628
Avior Wealth Management
Nebraska
$328K -$31.6K -95 -10%
MCM
629
Manchester Capital Management
Vermont
$325K – – –
SWMP
630
Signature Wealth Management Partners
New Jersey
$325K – – –
MBT
631
Montecito Bank & Trust
California
$323K – – –
JCM
632
Jag Capital Management
Missouri
$320K +$333 +1 +0.1%
BAM
633
Blueshift Asset Management
New Jersey
$319K -$2.47M -7,422 -90%
AIM
634
Axiom Investment Management
New York
$317K +$273K +820 New
GT
635
Greenleaf Trust
Michigan
$313K -$506K -1,519 -65%
CCA
636
Cadent Capital Advisors
Oklahoma
$313K -$31.6K -95 -10%
LC
637
Lavaca Capital
Texas
$313K -$17.3K -52 -6%
HPC
638
HM Payson & Co
Maine
$312K -$137K -411 -34%
PCIA
639
Prime Capital Investment Advisors
Kansas
$312K +$79.3K +238 +42%
BFC
640
Blue Fin Capital
Rhode Island
$311K -$8.33K -25 -3%
SIAP
641
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310K – – –
ACM
642
AlphaCrest Capital Management
New York
$310K +$266K +800 New
KCM
643
Karp Capital Management
California
$310K +$266K +800 New
PAM
644
Paradigm Asset Management
New York
$310K – – –
SA
645
Strategic Advisors
New York
$305K -$17K -51 -6%
NFC
646
Northeast Financial Consultants
Connecticut
$302K -$96.6K -290 -27%
SAF
647
Smith Anglin Financial
Texas
$300K – – –
CW
648
CreativeOne Wealth
Kansas
$299K -$44.6K -134 -15%
BWM
649
BNC Wealth Management
Oregon
$296K +$255K +765 New
FTDI
650
First Trust Direct Indexing
Massachusetts
$296K +$255K +765 New
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