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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$19K +$421 +5 +2%
SC
452
Stephens Consulting
Michigan
$18.8K – – –
GI
453
Gradient Investments
Minnesota
$18.6K -$1.6K -19 -7%
PMFA
454
Plante Moran Financial Advisors
Michigan
$18.5K +$19K +225 +1,071%
SWA
455
SOA Wealth Advisors
New York
$18K -$1.69K -20 -8%
BHWM
456
Beaird Harris Wealth Management
Texas
$17.6K – – –
QCG
457
Quadrant Capital Group
Ohio
$16.9K – – –
CIA
458
Cape Investment Advisory
Georgia
$16.7K -$9.69K -115 -34%
GTAM
459
Global Trust Asset Management
Florida
$15.8K -$506 -6 -3%
CMA
460
Cedar Mountain Advisors
Oregon
$15.2K – – –
PS
461
PayPay Securities
Japan
$15K +$11.7K +139 +228%
VWM
462
Venturi Wealth Management
Texas
$14.9K -$421 -5 -2%
PFA
463
Pathway Financial Advisers
Indiana
$14.9K +$16.7K +198 New
PTC
464
Private Trust Company
Ohio
$14.7K – – –
AWM
465
Avior Wealth Management
Nebraska
$14.4K +$1.01K +12 +7%
ACA
466
Atlas Capital Advisors
Wyoming
$14.1K +$15.8K +188 New
BWP
467
Baldwin Wealth Partners
Massachusetts
$14K – – –
C
468
Covestor
United Kingdom
$13K – – –
FMP
469
Financial Management Professionals
Texas
$12K – – –
CWM
470
CarsonAllaria Wealth Management
Illinois
$11.6K -$1.94K -23 -13%
HF
471
Halpern Financial
Virginia
$11.3K – – –
SCM
472
Silvant Capital Management
Georgia
$11.3K – – –
SC
473
Steph & Co
Wisconsin
$11.3K – – –
HIA
474
Harbor Investment Advisory
Maryland
$11K – – –
BTI
475
Blue Trust Inc
Georgia
$11K +$1.52K +18 +13%
17 18
19
20 21