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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
GBWM
301
Granite Bay Wealth Management
New Hampshire
$310K +$66.6K +700 +12%
IP
302
Intellectus Partners
California
$309K +$626K +6,576 New
Equitable Holdings
303
Equitable Holdings
New York
$304K +$269K +2,822 +77%
RA
304
Resolute Advisors
California
$303K +$95.2K +1,000 +18%
TCA
305
Transcend Capital Advisors
New Jersey
$298K +$227K +2,384 +60%
LA
306
LexAurum Advisors
Kansas
$296K +$481K +5,050 +404%
Truist Financial
307
Truist Financial
North Carolina
$294K -$167K -1,757 -22%
Colony Group
308
Colony Group
Massachusetts
$293K +$140K +1,470 +31%
Janus Henderson Group
309
Janus Henderson Group
$290K -$23.9K -251 -4%
CG
310
Cutler Group
California
$286K -$1.61M -16,869 -73%
Brinker Capital Investments
311
Brinker Capital Investments
Pennsylvania
$284K +$353K +3,708 +159%
ICP
312
Interchange Capital Partners
Pennsylvania
$283K +$142K +1,492 +33%
MA
313
Mutual Advisors
Nebraska
$276K -$120K -1,264 -18%
Tiedemann Advisors
314
Tiedemann Advisors
New York
$274K -$9.52K -100 -2%
HLA
315
Hamilton Lane Advisors
Pennsylvania
$274K – – –
Fulton Bank
316
Fulton Bank
Pennsylvania
$271K +$317K +3,326 +137%
Banque Pictet & Cie
317
Banque Pictet & Cie
Switzerland
$270K +$546K +5,733 New
BBA
318
Baader Bank Aktiengesellschaft
Germany
$268K +$542K +5,700 New
SWIG
319
Strategic Wealth Investment Group
Kentucky
$268K +$542K +5,700 New
Independent Advisor Alliance
320
Independent Advisor Alliance
North Carolina
$267K +$541K +5,681 New
Geneos Wealth Management
321
Geneos Wealth Management
Colorado
$265K +$352K +3,702 +217%
Gerber Kawasaki Wealth & Investment Management
322
Gerber Kawasaki Wealth & Investment Management
California
$264K +$73.6K +773 +16%
Dynamic Advisor Solutions
323
Dynamic Advisor Solutions
Arizona
$259K +$525K +5,517 New
RI
324
Ridgewood Investments
New Jersey
$257K +$520K +5,459 New
NCM
325
Northside Capital Management
Oregon
$254K – – –