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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
526
WhitTier Trust Company
Nevada
$449K -$45.7K -254 -13%
GT
527
Glenmede Trust
Pennsylvania
$447K +$303K +1,686 New
IIA
528
IPG Investment Advisors
California
$446K -$172K -953 -36%
II
529
Inspire Investing
Idaho
$444K -$152K -844 -33%
IWC
530
Integrated Wealth Concepts
Massachusetts
$443K -$37.1K -206 -11%
BFG
531
Berger Financial Group
Minnesota
$443K -$136K -755 -31%
IEFM
532
IQ EQ Fund Management
Ireland
$443K -$20.2K -112 -6%
SC
533
Scotia Capital
Ontario, Canada
$442K -$157K -874 -34%
WIM
534
Waverton Investment Management
United Kingdom
$440K – – –
CIA
535
Concurrent Investment Advisors
Florida
$440K -$179K -994 -37%
DC
536
DeDora Capital
California
$438K +$2.7K +15 +0.9%
GRP
537
Global Retirement Partners
California
$436K +$123K +682 +71%
GC
538
Guggenheim Capital
Illinois
$432K +$294K +1,631 New
PCIA
539
Prime Capital Investment Advisors
Kansas
$431K +$64.8K +360 +28%
BIG
540
Brooklyn Investment Group
New York
$427K +$3.06K +17 +1%
SFA
541
Source Financial Advisors
New York
$424K – – –
SPC
542
Sigma Planning Corp
Michigan
$418K +$47.2K +262 +20%
TS
543
Tamar Securities
California
$418K +$284K +1,578 New
LA
544
LBP AM
France
$417K +$283K +1,573 New
KWM
545
Kingsview Wealth Management
Oregon
$414K -$12.2K -68 -4%
NPT
546
National Philanthropic Trust
Pennsylvania
$414K -$63.9K -355 -19%
PWLP
547
Prio Wealth Limited Partnership
Massachusetts
$411K – – –
BRWA
548
B. Riley Wealth Advisors
Florida
$409K -$579K -3,218 -37%
CFS
549
CRA Financial Services
New Jersey
$408K -$85.5K -475 -24%
MAS
550
Meeder Advisory Services
Ohio
$406K +$32.8K +182 +13%
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