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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
351
XTX Topco
Cayman Islands
$277K +$245K +4,093 New
PCM
352
PenderFund Capital Management
British Columbia, Canada
$265K – – –
WAM
353
WNY Asset Management
New York
$263K +$233K +3,890 New
FA
354
Fountainhead AM
New Jersey
$262K +$232K +3,876 New
DT
355
Diversified Trust
Tennessee
$258K +$229K +3,825 New
TPWM
356
Twelve Points Wealth Management
Massachusetts
$250K +$222K +3,706 New
NFSG
357
Newbridge Financial Services Group
Florida
$249K -$11.9K -198 -5%
SS
358
Simplicity Solutions
Minnesota
$242K +$215K +3,584 New
BFG
359
Bleakley Financial Group
New Jersey
$239K +$212K +3,541 New
NA
360
NewEdge Advisors
Louisiana
$238K -$85.9K -1,434 -29%
WEG
361
World Equity Group
Illinois
$238K +$87.2K +1,456 New
WW
362
Westshore Wealth
California
$237K +$210K +3,507 New
AIMCA
363
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$236K +$210K +3,500 New
AA
364
Antipodean Advisors
New York
$236K +$210K +3,500 New
GIM
365
Grassi Investment Management
California
$230K +$204K +3,400 New
CCM
366
Coldstream Capital Management
Washington
$228K +$202K +3,381 New
FA
367
FDx Advisors
Illinois
$226K – – –
MIM
368
MetLife Investment Management
New Jersey
$223K +$419 +7 +0.2%
SCA
369
STALEY CAPITAL ADVISERS
Pennsylvania
$223K +$198K +3,300 New
RG
370
Rathbones Group
United Kingdom
$220K +$195K +3,261 New
SQA
371
Simon Quick Advisors
New Jersey
$214K +$190K +3,167 New
IAS
372
Insigneo Advisory Services
Florida
$210K +$188K +3,141 New
GCS
373
Gordian Capital (Singapore)
Singapore
$209K -$120K -2,000 -39%
CSB
374
City State Bank
Iowa
$208K +$185K +3,084 New
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$207K +$184K +3,067 New
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