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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
651
Montecito Bank & Trust
California
$268K – – –
BDS
652
Banco de Sabadell
Florida
$267K -$38.6K -105 -11%
BFC
653
Blue Fin Capital
Rhode Island
$266K +$35K +95 +13%
JCM
654
Jag Capital Management
Missouri
$265K -$469K -1,275 -61%
VAG
655
VisionPoint Advisory Group
Texas
$259K -$183K -496 -38%
PAM
656
Paradigm Asset Management
New York
$257K -$36.8K -100 -11%
SIAP
657
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K -$69.2K -188 -19%
TCM
658
Tuttle Capital Management
Connecticut
$256K -$114K -311 -28%
G
659
Gainplan
Michigan
$256K +$294K +800 New
AFP
660
Ausdal Financial Partners
Iowa
$253K -$7.36K -20 -2%
IWC
661
Integrated Wealth Concepts
Massachusetts
$251K +$48.6K +132 +20%
SAF
662
Smith Anglin Financial
Texas
$249K -$3.68K -10 -1%
CAL
663
Capital Analysts LLC
Pennsylvania
$242K +$274K +745 +7,450%
OPWM
664
Oxinas Partners Wealth Management
Indiana
$241K – – –
DI
665
Diligent Investors
California
$240K +$49K +133 +22%
FIA
666
FNY Investment Advisers
New York
$240K +$271K +737 +6,142%
DACG
667
Donor Advised Charitable Giving
California
$238K – – –
CIAS
668
Capital Investment Advisory Services
North Carolina
$237K +$28K +76 +11%
PPP
669
Private Portfolio Partners
New Jersey
$235K +$269K +732 New
LFF
670
Level Four Financial
Texas
$231K -$367K -996 -58%
ECM
671
Evergreen Capital Management
Washington
$231K +$265K +720 New
DA
672
DSC Advisors
Illinois
$230K -$71K -193 -21%
OIA
673
OneDigital Investment Advisors
Kansas
$230K +$6.26K +17 +2%
CAAS
674
Capital Asset Advisory Services
Michigan
$229K +$8.83K +24 +3%
BFWA
675
Benchmark Financial Wealth Advisors
Florida
$226K -$20.6K -56 -7%
25 26
27
28 29