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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
451
Malaga Cove Capital
California
$372K – – –
WIM
452
WealthPlan Investment Management
Nebraska
$362K +$627K +3,208 New
WP
453
WealthPLAN Partners
Nebraska
$362K +$627K +3,208 New
KFP
454
KMG Fiduciary Partners
Ohio
$361K +$371K +1,901 New
SCP
455
Shorepoint Capital Partners
Massachusetts
$360K +$44.7K +229 +14%
EWM
456
Evercore Wealth Management
New York
$359K +$7.82K +40 +2%
KCM
457
KRS Capital Management
Michigan
$357K +$34.2K +175 +10%
HCM
458
Highlander Capital Management
New Jersey
$355K +$297K +1,520 +434%
GAM
459
Griffin Asset Management
New York
$351K +$361K +1,849 New
KA
460
Kovack Advisors
Florida
$350K -$129K -662 -26%
SIM
461
Seaview Investment Managers
Florida
$344K -$4M -20,459 -92%
PCM
462
Prelude Capital Management
New York
$343K -$243K -1,245 -41%
SBIA
463
Sheaff Brock Investment Advisors
Indiana
$339K +$75.2K +385 +28%
FBC
464
Fairfield, Bush & Co
Connecticut
$336K +$53.7K +275 +18%
PFO
465
Pathstone Family Office
New Jersey
$327K +$46.5K +238 +22%
CAP
466
Columbia Advisory Partners
Washington
$326K +$127K +651 +61%
ER
467
Enlightenment Research
Florida
$323K +$332K +1,700 New
GWM
468
Geneos Wealth Management
Colorado
$323K +$333K +1,706 New
TC
469
Tatro Capital
Kentucky
$322K +$331K +1,695 New
KCIA
470
Kingsbury Capital Investment Advisors
Illinois
$321K +$331K +1,692 New
RIL
471
Rothschild Investment LLC
Illinois
$320K -$98.7K -505 -23%
NFSG
472
Newbridge Financial Services Group
Florida
$313K +$50K +256 +18%
KWS
473
Keystone Wealth Services
California
$311K – – –
MTIM
474
Marathon Trading Investment Management
Pennsylvania
$310K +$319K +1,631 New
OPWM
475
Oxinas Partners Wealth Management
Indiana
$309K -$79.7K -408 -20%
17 18
19
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