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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
501
Cadent Capital Advisors
Oklahoma
$686K +$701K +2,762 New
PAG
502
Private Advisory Group
Washington
$685K +$700K +2,759 New
JSL
503
JT Stratford LLC
Georgia
$683K -$156K -613 -18%
GRP
504
Global Retirement Partners
California
$683K +$17.8K +70 +3%
USCWA
505
U.S. Capital Wealth Advisors
Texas
$680K +$695K +2,737 New
GVAG
506
Great Valley Advisor Group
Delaware
$672K -$265K -1,043 -28%
AF
507
Allworth Financial
California
$670K +$22.8K +90 +4%
UAG
508
United Advisor Group
Ohio
$669K +$684K +2,696 New
LFAS
509
Level Four Advisory Services
Texas
$667K -$17.5K -69 -3%
KA
510
Kovack Advisors
Florida
$666K +$681K +2,681 New
HAG
511
HighPoint Advisor Group
Illinois
$664K -$552K -2,174 -47%
PP
512
Prudential plc
United Kingdom
$660K – – –
MYAM
513
Meiji Yasuda Asset Management
Japan
$653K +$15.2K +60 +2%
PCA
514
Pallas Capital Advisors
Massachusetts
$652K +$12.9K +51 +2%
BCM
515
BluePointe Capital Management
California
$640K -$109K -428 -14%
AGM
516
Alpine Global Management
New York
$640K +$654K +2,576 New
IAS
517
Insigneo Advisory Services
Florida
$637K -$331K -1,304 -34%
YCM
518
Yousif Capital Management
Michigan
$635K +$11.2K +44 +2%
WPW
519
Waldron Private Wealth
Pennsylvania
$635K +$39.3K +155 +6%
P
520
&Partners
Tennessee
$632K +$96K +378 +19%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$632K +$55.6K +219 +9%
MSFS
522
Main Street Financial Solutions
Pennsylvania
$628K +$23.6K +93 +4%
NL
523
NVWM LLC
Pennsylvania
$623K +$614K +2,419 +2,688%
RWP
524
RWA Wealth Partners
Massachusetts
$623K +$51K +201 +9%
WA
525
Wilmar Advisors
Florida
$621K +$635K +2,500 New
19 20
21
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