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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$31.2K +$31.9K +123 New
SC
527
SouthState Corp
Florida
$30K +$30.6K +118 New
FRA
528
Front Row Advisors
California
$28K +$28.8K +111 New
JWM
529
Janiczek Wealth Management
Colorado
$27K +$27.8K +107 New
RAM
530
Riggs Asset Management
Pennsylvania
$25K +$25.4K +98 New
CA
531
Crewe Advisors
Utah
$25K +$26K +100 New
PFSC
532
Peoples Financial Services Corp
Pennsylvania
$25K +$26K +100 New
PC
533
Permanens Capital
New York
$24K +$24.1K +93 New
TWM
534
Tradition Wealth Management
Minnesota
$23K +$23.1K +89 New
HWMA
535
Heritage Wealth Management (Arizona)
Arizona
$20K +$20K +77 New
COCM
536
Charter Oak Capital Management
New Hampshire
$19K +$19.2K +74 New
CCMW
537
Cypress Capital Management (Wyoming)
Wyoming
$19K +$19.5K +75 New
KFS
538
Kelly Financial Services
Massachusetts
$18.5K +$19K +73 New
PCA
539
Providence Capital Advisors
North Carolina
$17K +$17.4K +67 New
TIM
540
Tortoise Investment Management
New York
$16K +$16.1K +62 New
RMC
541
Resources Management Corp
Connecticut
$16K +$16.9K +65 New
LF
542
Lee Financial
Texas
$15K +$15.3K +59 New
KPCM
543
Kings Point Capital Management
New York
$15K +$15.6K +60 New
HWA
544
HHM Wealth Advisors
Tennessee
$14K +$14K +54 New
KTC
545
Kistler-Tiffany Companies
Pennsylvania
$13K +$13K +50 New
MS
546
Mizuho Securities
Japan
$13K +$13K +50 New
MA
547
Montag & Associates
Georgia
$13K +$13K +50 New
ME
548
McIlrath & Eck
Washington
$13K +$13.2K +51 New
ADL
549
Asset Dedication LLC
California
$12K +$12.5K +48 New
LWM
550
Liberty Wealth Management
California
$12K +$12.5K +48 New
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