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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
501
Whalen Wealth Management
Nevada
$317K +$199K +1,820 New
Lido Advisors
502
Lido Advisors
California
$313K +$197K +1,802 New
RCM
503
Requisite Capital Management
Texas
$313K +$197K +1,800 New
SAM
504
Seelaus Asset Management
New Jersey
$313K +$197K +1,800 New
CA
505
CoreCap Advisors
Michigan
$311K +$195K +1,790 New
IEFM
506
IQ EQ Fund Management
Ireland
$310K -$202K -1,847 -51%
MCM
507
MAI Capital Management
Ohio
$307K +$193K +1,767 New
MTWM
508
Masso Torrence Wealth Management
New Jersey
$302K +$190K +1,739 New
HIP
509
HUB Investment Partners
Texas
$302K +$189K +1,734 New
S
510
SignatureFD
Georgia
$297K -$45.5K -417 -20%
AAS
511
Avantax Advisory Services
Texas
$297K +$186K +1,706 New
PCIG
512
Partners Capital Investment Group
Massachusetts
$296K +$186K +1,702 New
BIG
513
Brooklyn Investment Group
New York
$292K +$183K +1,677 New
NW
514
NewEdge Wealth
Pennsylvania
$289K +$181K +1,662 New
WIM
515
Waverton Investment Management
United Kingdom
$289K +$181K +1,659 New
DILIC
516
Dai-ichi Life Insurance Company
Japan
$287K +$180K +1,650 New
DC
517
DeDora Capital
California
$285K +$179K +1,638 New
KWM
518
Kingsview Wealth Management
Oregon
$284K +$178K +1,631 New
KWA
519
Kingswood Wealth Advisors
California
$283K +$178K +1,626 New
PWS
520
Private Wealth Strategies
Ohio
$281K +$176K +1,613 New
GW
521
GW & Wade
Massachusetts
$280K +$176K +1,608 New
RA
522
Regis Acquisition
Colorado
$279K +$175K +1,604 New
SFA
523
Source Financial Advisors
New York
$278K +$175K +1,600 New
GT
524
Greenleaf Trust
Michigan
$274K +$172K +1,576 New
JWM
525
Jeppson Wealth Management
California
$270K +$170K +1,554 New