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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
501
Cary Street Partners
Virginia
$1.04M -$2.04M -10,345 -63%
OWA
502
One Wealth Advisors
California
$1.03M – – –
PTC
503
Private Trust Company
Ohio
$1.03M +$979K +4,973 +524%
MYIA
504
Mount Yale Investment Advisors
Colorado
$1.03M +$495K +2,516 +74%
SG
505
StoneX Group
New York
$1.02M +$952K +4,836 +457%
CCM
506
Coldstream Capital Management
Washington
$1.02M +$427K +2,169 +59%
GPWM
507
Grant Private Wealth Management
California
$1.02M -$79.1K -402 -6%
SC
508
Syon Capital
California
$1.01M -$150K -761 -12%
EFH
509
Eaton Financial Holdings
Florida
$1.01M +$827K +4,201 +270%
SAM
510
Silvercrest Asset Management
New York
$994K +$924K +4,692 +468%
AWA
511
Aletheian Wealth Advisors
Washington
$994K +$1.12M +5,694 New
NPT
512
National Philanthropic Trust
Pennsylvania
$975K -$85.6K -435 -7%
OL
513
Odyssean LLC
Connecticut
$966K +$1.09M +5,532 New
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$966K – – –
IWC
515
Integrated Wealth Concepts
Massachusetts
$958K +$790K +4,012 +272%
CIA
516
Cladis Investment Advisory
Montana
$957K +$728K +3,700 +208%
GL
517
Gerber LLC
Ohio
$956K – – –
CCMT
518
CMT Capital Markets Trading
Germany
$946K +$174K +882 +19%
TIS
519
Titan Investment Solutions
$936K +$124K +628 +13%
JDLA
520
J. Derek Lewis & Associates
California
$924K +$1.04M +5,290 New
CPCPP
521
Canada Post Corporation Pension Plan
Canada
$922K – – –
BBHC
522
Brown Brothers Harriman & Co
New York
$919K +$839K +4,260 +426%
WKWM
523
Walter & Keenan Wealth Management
Indiana
$918K +$12.4K +63 +1%
RG
524
Rathbones Group
United Kingdom
$906K +$49.6K +252 +5%
AWM
525
Axxcess Wealth Management
California
$900K -$319K -1,619 -24%
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