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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
551
Zions Bancorporation
Utah
$2K +$1.14K +12 +60%
LPWM
552
Lake Point Wealth Management
Texas
$2K +$1.43K +15 +39%
FCG
553
Financial Connections Group
California
$2K +$1.9K +20 +67%
HGWM
554
Harvest Group Wealth Management
Massachusetts
$2K +$2.19K +23 +329%
CI
555
CX Institutional
Indiana
$2K +$3.14K +33 New
LSA
556
Lansing Street Advisors
Pennsylvania
$2K +$3.33K +35 New
CYG
557
Clean Yield Group
Vermont
$2K +$3.81K +40 New
SSB
558
Sandy Spring Bank
Maryland
$2K +$3.81K +40 New
EWA
559
EverSource Wealth Advisors
Alabama
$2K +$4.28K +45 New
BIA
560
Bell Investment Advisors
California
$2K +$4.38K +46 New
MFC
561
Mechanics Financial Corp
Ohio
$2K +$4.76K +50 New
TAM
562
Tucker Asset Management
Colorado
$1.5K +$2.38K +25 +357%
QPBE
563
Quintet Private Bank (Europe)
Luxembourg
$1.43K +$1.71K +18 New
BCWM
564
Bartlett & Co Wealth Management
Ohio
$1.27K – – –
BCH
565
Berkshire Capital Holdings
California
$1K -$3.82M -40,180 -100%
GWMIA
566
Global Wealth Management Investment Advisory
Florida
$1K -$6.95K -73 -74%
IFAM
567
Institutional & Family Asset Management
Colorado
$1K -$952 -10 -32%
SAM
568
Strategic Asset Management
Minnesota
$1K -$476 -5 -14%
BC
569
Bartlett & Co
Ohio
$1K – – –
BWM
570
Baystate Wealth Management
Massachusetts
$1K – – –
BWM
571
BerganKDV Wealth Management
Minnesota
$1K – – –
CA
572
Centerpoint Advisors
Massachusetts
$1K – – –
CWAF
573
Core Wealth Advisors (Florida)
Florida
$1K – – –
CCM
574
Cribstone Capital Management
Maine
$1K – – –
CCMW
575
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
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