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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
476
Brookstone Capital Management
Illinois
$419K +$6.61K +33 +1%
EH
477
Equitable Holdings
New York
$419K +$87.5K +437 +23%
AWM
478
Accurate Wealth Management
Florida
$417K +$42.3K +211 +11%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$415K +$54.5K +272 +13%
DT
480
Diversified Trust
Tennessee
$413K +$6.41K +32 +1%
RWP
481
RWA Wealth Partners
Massachusetts
$411K +$2.4K +12 +0.5%
SAF
482
Smith Anglin Financial
Texas
$409K +$137K +685 +43%
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$396K +$145K +725 +48%
CF
484
Convergence Financial
Missouri
$396K -$4.21K -21 -0.9%
IIA
485
IPG Investment Advisors
California
$395K +$66.1K +330 +17%
Baird Financial Group
486
Baird Financial Group
Wisconsin
$388K -$13K -65 -3%
AF
487
Allworth Financial
California
$388K +$6.01K +30 +1%
GIA
488
Gladstone Institutional Advisory
Florida
$387K -$120K -598 -22%
PWA
489
Prairie Wealth Advisors
Nebraska
$383K -$34.9K -174 -7%
PD
490
Planning Directions
Pennsylvania
$380K +$428K +2,135 New
BCM
491
BluePath Capital Management
Georgia
$379K -$14.4K -72 -3%
Focus Partners Wealth
492
Focus Partners Wealth
Massachusetts
$379K -$30.4K -152 -7%
CM
493
Capula Management
Cayman Islands
$374K -$799K -3,987 -66%
FFM
494
Forum Financial Management
Illinois
$370K -$9.81K -49 -2%
IC
495
Inscription Capital
Texas
$368K -$18.4K -92 -4%
NPT
496
National Philanthropic Trust
Pennsylvania
$368K
CI
497
Cigna Investments
Connecticut
$365K +$1.6K +8 +0.4%
VFA
498
Valeo Financial Advisors
Indiana
$360K -$7.01K -35 -2%
EDRH
499
Edmond de Rothschild Holding
Switzerland
$360K
SFI
500
Siemens Fonds Invest
Germany
$360K +$405K +2,020 New