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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$401K -$140K -608 -25%
CCC
527
Chesapeake Capital Corp
Florida
$399K -$436K -1,897 -51%
KWS
528
Keystone Wealth Services
California
$398K
IA
529
IFP Advisors
Florida
$391K -$10.4K -45 -2%
SGA
530
Seaport Global Advisors
Massachusetts
$385K +$399K +1,732 New
SQA
531
Simon Quick Advisors
New Jersey
$384K -$123K -533 -24%
WPC
532
Wedmont Private Capital
Pennsylvania
$384K +$45.6K +198 +13%
SWP
533
Strategic Wealth Partners
Ohio
$382K -$22.3K -97 -5%
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$381K +$394K +1,714 New
BFG
535
Berger Financial Group
Minnesota
$380K +$8.74K +38 +2%
JCM
536
Jacobi Capital Management
Pennsylvania
$380K -$10.8K -47 -3%
IWC
537
Integrated Wealth Concepts
Massachusetts
$379K +$8.05K +35 +2%
RCM
538
Requisite Capital Management
Texas
$378K
WTC
539
WhitTier Trust Company
Nevada
$376K
OCBCO
540
Oversea-Chinese Banking Corp (OCBC)
Singapore
$374K +$388K +1,685 New
DM
541
Deerfield Management
New York
$370K +$384K +1,667 New
WIM
542
Waverton Investment Management
United Kingdom
$369K
AssetMark Inc
543
AssetMark Inc
California
$362K +$51.8K +225 +16%
LWM
544
Laidlaw Wealth Management
New York
$360K -$55.7K -242 -13%
SAF
545
Smith Anglin Financial
Texas
$358K +$113K +492 +44%
PCIG
546
Partners Capital Investment Group
Massachusetts
$357K -$561K -2,438 -60%
SFA
547
Source Financial Advisors
New York
$357K +$1.15K +5 +0.3%
EWA
548
EverSource Wealth Advisors
Alabama
$352K +$149K +646 +70%
MFG
549
Merit Financial Group
Georgia
$352K +$54.3K +236 +18%
DC
550
DeDora Capital
California
$350K -$18.4K -80 -5%